AWA
OXLC

Arkadios Wealth Advisors’s Oxford Lane Capital OXLC Stock Holding History

Arkadios Wealth 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
2025
Q3 		– Sell
-2,985
Closed -$62.7K – 1505
2025
Q2 		$62.7K Buy
2,985
+174
+6% +$3.91K ﹤0.01% 1277
2025
Q1 		$66.3K Buy
2,811
+194
+7% +$4.83K ﹤0.01% 1093
2024
Q4 		$66.3K Sell
2,617
-33
-1% -$864 ﹤0.01% 899
2024
Q3 		$69.4K Buy
2,650
+122
+5% +$3.29K ﹤0.01% 885
2024
Q2 		$68.5K Buy
2,528
+45
+2% +$1.19K ﹤0.01% 808
2024
Q1 		$63.1K Sell
2,483
-2
-0.1% -$51 ﹤0.01% 683
2023
Q4 		$61.4K Buy
2,485
+322
+15% +$7.94K 0.01% 682
2023
Q3 		$54K Buy
+2,163
New +$55.7K 0.01% 656
2020
Q1 		– Sell
-150
Closed -$6.91K – 1272
2019
Q4 		$6.91K Buy
+150
New +$6.66K ﹤0.01% 653

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Arkadios Wealth Advisors's OXLC Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 2,985 shares — an estimated $62.7K sold.

Arkadios Wealth Advisors first reported a position in OXLC in Q4 2019 and held it in 9 quarters. The position peaked at $69.4K in Q3 2024. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Arkadios Wealth Advisors reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,985 Oxford Lane Capital shares in Q3 2025, an estimated $62.7K.
  • Arkadios Wealth Advisors first reported a position in Oxford Lane Capital in Q4 2019 and held it in 9 quarters.
  • Arkadios Wealth Advisors's Oxford Lane Capital position peaked at $69.4K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.