OceanFirst Financial shares owned by Ledgewood Wealth Advisors
Quarter-by-quarter ownership of OceanFirst Financial (OCFC) shares owned by Ledgewood Wealth Advisors
from 13F filings
Historical chart of Ledgewood Wealth Advisors investment in OceanFirst Financial
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Quarterly reported holdings in OceanFirst Financial by Ledgewood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 19k | 17.57 |
| 2025-06-30 | $338k | 19k | 17.61 |
| 2025-03-31 | $326k | 19k | 17.01 |
| 2024-12-31 | $347k | 19k | 18.10 |
| 2024-09-30 | $356k | 19k | 18.59 |
| 2024-06-30 | $306k | 19k | 15.89 |
| 2024-03-31 | $316k | 19k | 16.41 |
| 2023-12-31 | $334k | 19k | 17.36 |