Allworth Financial’s Oxford Lane Capital OXLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
95,209
+92,674
| +3,656% | +$389K | ﹤0.01% | 900 |
|
|
2025
Q1 | $11.5K | Hold |
2,535
| – | – | ﹤0.01% | 2356 |
|
|
2024
Q4 | $12.8K | Hold |
2,535
| – | – | ﹤0.01% | 2334 |
|
|
2024
Q3 | $13.3K | Sell |
2,535
-1,310
| -34% | -$6.87K | ﹤0.01% | 2132 |
|
|
2024
Q2 | $21.4K | Hold |
3,845
| – | – | ﹤0.01% | 1840 |
|
|
2024
Q1 | $19.5K | Sell |
3,845
-5,426
| -59% | -$27.6K | ﹤0.01% | 1790 |
|
|
2023
Q4 | $45.8K | Buy |
+9,271
| New | +$45.8K | ﹤0.01% | 1231 |
|
|
2022
Q3 | – | Sell |
-2,500
| Closed | -$14K | – | 2980 |
|
|
2022
Q2 | $14K | Buy |
+2,500
| New | +$14K | ﹤0.01% | 1410 |
|