Richard C. Young & Co’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-176,891
| Closed | -$5.31M | – | 64 |
|
2016
Q4 | $5.31M | Sell |
176,891
-10,393
| -6% | -$312K | 1.12% | 39 |
|
2016
Q3 | $3.61M | Sell |
187,284
-10,211
| -5% | -$197K | 0.78% | 43 |
|
2016
Q2 | $3.59M | Sell |
197,495
-11,094
| -5% | -$202K | 0.8% | 42 |
|
2016
Q1 | $3.69M | Sell |
208,589
-7,298
| -3% | -$129K | 0.83% | 43 |
|
2015
Q4 | $4.32M | Sell |
215,887
-4,037
| -2% | -$80.9K | 0.98% | 41 |
|
2015
Q3 | $3.79M | Sell |
219,924
-9,129
| -4% | -$157K | 0.94% | 44 |
|
2015
Q2 | $4.27M | Sell |
229,053
-7,821
| -3% | -$146K | 0.96% | 45 |
|
2015
Q1 | $4.09M | Buy |
236,874
+1,713
| +0.7% | +$29.6K | 0.89% | 47 |
|
2014
Q4 | $4.03M | Buy |
235,161
+1,677
| +0.7% | +$28.7K | 0.85% | 44 |
|
2014
Q3 | $3.72M | Buy |
233,484
+76,285
| +49% | +$1.21M | 0.8% | 45 |
|
2014
Q2 | $2.6M | Buy |
+157,199
| New | +$2.6M | 0.53% | 54 |
|