LWA
Ledgewood Wealth Advisors’s OceanFirst Financial OCFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
19,164
| – | – | 0.21% | 55 |
|
|
2025
Q1 | $326K | Hold |
19,164
| – | – | 0.21% | 55 |
|
|
2024
Q4 | $347K | Hold |
19,164
| – | – | 0.22% | 54 |
|
|
2024
Q3 | $356K | Sell |
19,164
-63
| -0.3% | -$1.17K | 0.24% | 53 |
|
|
2024
Q2 | $306K | Hold |
19,227
| – | – | 0.26% | 47 |
|
|
2024
Q1 | $316K | Hold |
19,227
| – | – | 0.29% | 48 |
|
|
2023
Q4 | $334K | Buy |
+19,227
| New | +$334K | 0.31% | 44 |
|