B. Riley Wealth Advisors’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 | $95.4K | Buy |
+22,725
| New | +$95.4K | ﹤0.01% | 925 |
|
|
2024
Q4 | $115K | Sell |
22,675
-1,681
| -7% | -$8.52K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $128K | Sell |
24,356
-63,070
| -72% | -$330K | ﹤0.01% | 1191 |
|
|
2024
Q2 | $474K | Buy |
87,426
+37,206
| +74% | +$202K | 0.01% | 842 |
|
|
2024
Q1 | $251K | Sell |
50,220
-7,469
| -13% | -$37.3K | 0.01% | 1145 |
|
|
2023
Q4 | $285K | Buy |
57,689
+7,469
| +15% | +$36.9K | 0.01% | 1077 |
|
|
2023
Q3 | $251K | Sell |
50,220
-15,351
| -23% | -$76.6K | 0.01% | 1145 |
|
|
2023
Q2 | $318K | Sell |
65,571
-1,983
| -3% | -$9.61K | 0.01% | 1088 |
|
|
2023
Q1 | $353K | Buy |
67,554
+333
| +0.5% | +$1.74K | 0.01% | 979 |
|
|
2022
Q4 | $341K | Buy |
67,221
+294
| +0.4% | +$1.49K | 0.01% | 974 |
|
|
2022
Q3 | $347K | Buy |
66,927
+16,460
| +33% | +$85.3K | 0.01% | 935 |
|
|
2022
Q2 | $287K | Sell |
50,467
-3,373
| -6% | -$19.2K | 0.01% | 899 |
|
|
2022
Q1 | $390K | Buy |
53,840
+269
| +0.5% | +$1.95K | 0.01% | 894 |
|
|
2021
Q4 | $414K | Sell |
53,571
-6,323
| -11% | -$48.9K | 0.01% | 921 |
|
|
2021
Q3 | $432K | Buy |
59,894
+5,144
| +9% | +$37.1K | 0.01% | 850 |
|
|
2021
Q2 | $406K | Buy |
54,750
+1,616
| +3% | +$12K | 0.01% | 873 |
|
|
2021
Q1 | $335K | Sell |
53,134
-971
| -2% | -$6.12K | 0.01% | 941 |
|
|
2020
Q4 | $293K | Buy |
54,105
+302
| +0.6% | +$1.64K | 0.02% | 766 |
|
|
2020
Q3 | $237K | Sell |
53,803
-1,806
| -3% | -$7.96K | 0.01% | 792 |
|
|
2020
Q2 | $229K | Buy |
55,609
+753
| +1% | +$3.1K | 0.02% | 728 |
|
|
2020
Q1 | $229K | Buy |
54,856
+17,836
| +48% | +$74.5K | 0.02% | 624 |
|
|
2019
Q4 | $303K | Buy |
37,020
+4,963
| +15% | +$40.6K | 0.03% | 600 |
|
|
2019
Q3 | $299K | Buy |
32,057
+12,699
| +66% | +$118K | 0.03% | 594 |
|
|
2019
Q2 | $196K | Buy |
19,358
+3,500
| +22% | +$35.4K | 0.02% | 721 |
|
|
2019
Q1 | $157K | Buy |
+15,858
| New | +$157K | 0.02% | 676 |
|
|
2015
Q4 | – | Sell |
-10,129
| Closed | -$116K | – | 607 |
|
|
2015
Q3 | $116K | Buy |
+10,129
| New | +$116K | 0.03% | 503 |
|
|
2015
Q1 | – | Sell |
-8,985
| Closed | -$134 | – | 1538 |
|
|
2014
Q4 | $134 | Sell |
8,985
-14,993
| -63% | -$224 | ﹤0.01% | 1568 |
|
|
2014
Q3 | $368K | Sell |
23,978
-39,671
| -62% | -$609K | 0.1% | 284 |
|
|
2014
Q2 | $539K | Buy |
63,649
+46,770
| +277% | +$396K | 0.13% | 185 |
|
|
2014
Q1 | $282K | Sell |
16,879
-9,409
| -36% | -$157K | 0.09% | 281 |
|
|
2013
Q4 | $456K | Sell |
26,288
-24,387
| -48% | -$423K | 0.15% | 160 |
|
|
2013
Q3 | $777K | Sell |
50,675
-31,794
| -39% | -$487K | 0.27% | 87 |
|
|
2013
Q2 | $1.37M | Buy |
+82,469
| New | +$1.37M | 0.46% | 48 |
|