ASFA
OXLC

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

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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.