OceanFirst Financial shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of OceanFirst Financial (OCFC) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in OceanFirst Financial
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Quarterly reported holdings in OceanFirst Financial by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $791k | 45k | 17.57 |
| 2025-06-30 | $793k | 45k | 17.61 |
| 2025-03-31 | $766k | 45k | 17.01 |
| 2024-12-31 | $815k | 45k | 18.10 |
| 2024-09-30 | $837k | 45k | 18.59 |
| 2024-06-30 | $715k | 45k | 15.89 |
| 2024-03-31 | $739k | 45k | 16.41 |
| 2023-12-31 | $782k | 45k | 17.36 |
| 2023-09-30 | $651k | 45k | 14.47 |
| 2023-06-30 | $703k | 45k | 15.62 |
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