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Creative Planning OCFC Position History
OceanFirst Financial Corp. • Financial Services
Quarters held
16
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $60K |
| Q3 2025 | $5K |
| Q3 2025 | $1.6M |
| Q3 2025 | $282K |
| Q4 2025 | $1.8M |
| Q4 2025 | $295K |
| Q1 2026 | $390K |
| Q1 2026 | $1.7M |
| Q2 2026 | $64K |
| Q2 2026 | $2.6M |
| Q2 2026 | $903 |
| Q2 2026 | $601K |
| Q3 2026 | $1K |
| Q3 2026 | $470K |
| Q3 2026 | $36K |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 182.0K | — | — |
| Q3 2026 | $36K | 2.2K | — | — |
| Q3 2026 | $470K | 61.3K | — | — |
| Q3 2026 | $1K | 145 | — | — |
| Q2 2026 | $601K | 61.2K | — | — |
| Q2 2026 | $903 | 92 | — | — |
| Q2 2026 | $2.6M | 130.7K | — | — |
| Q2 2026 | $64K | 3.3K | — | — |
| Q1 2026 | $1.7M | 94.6K | — | — |
| Q1 2026 | $390K | 46.1K | — | — |
| Q4 2025 | $295K | 24.3K | — | — |
| Q4 2025 | $1.8M | 100.7K | — | — |
| Q3 2025 | $282K | 24.1K | — | — |
| Q3 2025 | $1.6M | 92.9K | — | — |
| Q3 2025 | $5K | 398 | — | — |
| Q3 2025 | $60K | 3.4K | — | — |