Plante Moran Financial Advisors’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,000
| Closed | -$72.4K | – | 924 |
|
|
2024
Q4 | $72.4K | Hold |
4,000
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $74.4K | Hold |
4,000
| – | – | 0.01% | 329 |
|
|
2024
Q2 | $63.6K | Hold |
4,000
| – | – | 0.01% | 306 |
|
|
2024
Q1 | $65.6K | Hold |
4,000
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $69.4K | Hold |
4,000
| – | – | 0.01% | 284 |
|
|
2023
Q3 | $57.9K | Hold |
4,000
| – | – | 0.01% | 275 |
|
|
2023
Q2 | $62.5K | Hold |
4,000
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $73.9K | Hold |
4,000
| – | – | 0.01% | 252 |
|
|
2022
Q4 | $85K | Hold |
4,000
| – | – | 0.01% | 247 |
|
|
2022
Q3 | $75K | Hold |
4,000
| – | – | 0.01% | 246 |
|
|
2022
Q2 | $77K | Hold |
4,000
| – | – | 0.01% | 249 |
|
|
2022
Q1 | $80K | Hold |
4,000
| – | – | 0.01% | 256 |
|
|
2021
Q4 | $89K | Buy |
+4,000
| New | +$89K | 0.01% | 270 |
|