J.P. Morgan Private Wealth Advisors’s OceanFirst Financial OCFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $311K | Sell |
21,517
-1,695
| -7% | -$24.5K | ﹤0.01% | 1457 |
|
|
2023
Q2 | $363K | Sell |
23,212
-24,589
| -51% | -$384K | ﹤0.01% | 1161 |
|
|
2023
Q1 | $883K | Sell |
47,801
-4,830
| -9% | -$89.3K | ﹤0.01% | 1217 |
|
|
2022
Q4 | $1.12M | Sell |
52,631
-1,535
| -3% | -$32.6K | ﹤0.01% | 1093 |
|
|
2022
Q3 | $1.01M | Sell |
54,166
-2,438
| -4% | -$45.5K | ﹤0.01% | 1131 |
|
|
2022
Q2 | $1.08M | Buy |
56,604
+1,761
| +3% | +$33.7K | ﹤0.01% | 1109 |
|
|
2022
Q1 | $1.1M | Sell |
54,843
-924
| -2% | -$18.6K | ﹤0.01% | 1178 |
|
|
2021
Q4 | $1.24M | Sell |
55,767
-4,657
| -8% | -$103K | ﹤0.01% | 1135 |
|
|
2021
Q3 | $1.29M | Buy |
60,424
+4,163
| +7% | +$89.2K | ﹤0.01% | 1092 |
|
|
2021
Q2 | $1.17M | Buy |
56,261
+7,270
| +15% | +$151K | ﹤0.01% | 1116 |
|
|
2021
Q1 | $1.17M | Buy |
48,991
+8,261
| +20% | +$198K | ﹤0.01% | 970 |
|
|
2020
Q4 | $759K | Buy |
40,730
+10,309
| +34% | +$192K | ﹤0.01% | 1111 |
|
|
2020
Q3 | $416K | Sell |
30,421
-1,355
| -4% | -$18.5K | ﹤0.01% | 1226 |
|
|
2020
Q2 | $560K | Buy |
31,776
+20,802
| +190% | +$367K | ﹤0.01% | 1039 |
|
|
2020
Q1 | $175K | Buy |
+10,974
| New | +$175K | ﹤0.01% | 1311 |
|
|
2017
Q4 | – | Sell |
-8,138
| Closed | -$224K | – | 1310 |
|
|
2017
Q3 | $224K | Buy |
+8,138
| New | +$224K | ﹤0.01% | 1123 |
|
|
2017
Q2 | – | Sell |
-8,000
| Closed | -$225K | – | 1323 |
|
|
2017
Q1 | $225K | Sell |
8,000
-2,000
| -20% | -$56.3K | ﹤0.01% | 1196 |
|
|
2016
Q4 | $300K | Buy |
+10,000
| New | +$300K | ﹤0.01% | 991 |
|