John G. Ullman & Associates’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $479K | Buy |
27,200
+2,300
| +9% | +$40.5K | 0.07% | 124 |
|
2025
Q1 | $424K | Buy |
24,900
+100
| +0.4% | +$1.7K | 0.07% | 136 |
|
2024
Q4 | $449K | Sell |
24,800
-300
| -1% | -$5.43K | 0.07% | 131 |
|
2024
Q3 | $467K | Buy |
25,100
+2,800
| +13% | +$52.1K | 0.07% | 136 |
|
2024
Q2 | $354K | Sell |
22,300
-400
| -2% | -$6.36K | 0.05% | 147 |
|
2024
Q1 | $373K | Sell |
22,700
-26,900
| -54% | -$441K | 0.06% | 138 |
|
2023
Q4 | $861K | Buy |
+49,600
| New | +$861K | 0.14% | 102 |
|