All Season Financial Advisors’s Oxford Lane Capital OXLC Stock Holding History

All Season Financial Advisors’s Portfolio OXLC Stock Details OXLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,625	Closed	-$173K	–	119
2023 Q1	$173K	Buy	+6,625	New	+$185K	0.16%	108
2022 Q4	–	Sell	-10,785	Closed	-$279K	–	131
2022 Q3	$279K	Buy	10,785 +482	+5%	+$14.5K	0.3%	80
2022 Q2	$293K	Buy	10,303 +124	+1%	+$4.07K	0.25%	103
2022 Q1	$368K	Buy	10,179 +1,594	+19%	+$61.3K	0.26%	98
2021 Q4	$331K	Buy	+8,585	New	+$334K	0.23%	104

Other funds holding OXLC

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DFG

Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

All Season Financial Advisors's OXLC Position: Q2 2023 in Review

All Season Financial Advisors sold out of Oxford Lane Capital (OXLC) in Q2 2023, closing a stake of 6,625 shares — an estimated $173K sold.

All Season Financial Advisors first reported a position in OXLC in Q4 2021 and held it in 5 quarters. The position peaked at $368K in Q1 2022. 88 funds tracked by Wall St. Rank hold OXLC as of Q2 2023.

All Season Financial Advisors reported no remaining Oxford Lane Capital position as of Q2 2023 after selling out during the quarter.
All Season Financial Advisors sold 6,625 Oxford Lane Capital shares in Q2 2023, an estimated $173K.
All Season Financial Advisors first reported a position in Oxford Lane Capital in Q4 2021 and held it in 5 quarters.
All Season Financial Advisors's Oxford Lane Capital position peaked at $368K in Q1 2022.
88 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2023.

Based on All Season Financial Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.