True Wealth Design’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
Sell
-246
Closed -$4.19K 2750
2025
Q1
$4.19K Sell
246
-137
-36% -$2.33K ﹤0.01% 743
2024
Q4
$6.93K Hold
383
﹤0.01% 477
2024
Q3
$7.12K Buy
+383
New +$7.12K ﹤0.01% 489