Moneta Group Investment Advisors’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,453
| Closed | -$251K | – | 626 |
|
|
2023
Q4 | $251K | Hold |
14,453
| – | – | 0.01% | 484 |
|
|
2023
Q3 | $209K | Hold |
14,453
| – | – | ﹤0.01% | 484 |
|
|
2023
Q2 | $226K | Sell |
14,453
-208
| -1% | -$3.25K | 0.01% | 482 |
|
|
2023
Q1 | $271K | Buy |
14,661
+1,821
| +14% | +$33.7K | 0.01% | 441 |
|
|
2022
Q4 | $307K | Sell |
12,840
-1,591
| -11% | -$38.1K | 0.01% | 371 |
|
|
2022
Q3 | $269K | Sell |
14,431
-1,251
| -8% | -$23.3K | 0.01% | 373 |
|
|
2022
Q2 | $300K | Buy |
15,682
+1,204
| +8% | +$23K | 0.01% | 387 |
|
|
2022
Q1 | $291K | Buy |
14,478
+19
| +0.1% | +$382 | 0.01% | 362 |
|
|
2021
Q4 | $321K | Buy |
14,459
+26
| +0.2% | +$577 | 0.01% | 369 |
|
|
2021
Q3 | $309K | Sell |
14,433
-10
| -0.1% | -$214 | 0.01% | 359 |
|
|
2021
Q2 | $301K | Buy |
+14,443
| New | +$301K | 0.01% | 365 |
|