Beacon Financial Advisory’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
$81.4K Buy
19,392
+1,863
+11% +$7.83K 0.02% 350
2025
Q1
$82.7K Buy
17,529
+341
+2% +$1.61K 0.03% 327
2024
Q4
$87.1K Buy
17,188
+863
+5% +$4.38K 0.03% 296
2024
Q3
$85.5K Sell
16,325
-8,634
-35% -$45.2K 0.03% 294
2024
Q2
$135K Buy
24,959
+10,880
+77% +$59K 0.05% 281
2024
Q1
$71.5K Buy
14,079
+636
+5% +$3.23K 0.03% 238
2023
Q4
$66.4K Sell
13,443
-1,844
-12% -$9.11K 0.03% 245
2023
Q3
$76.3K Buy
15,287
+235
+2% +$1.17K 0.04% 218
2023
Q2
$72.9K Buy
15,052
+215
+1% +$1.04K 0.04% 215
2023
Q1
$77.6K Sell
14,837
-146
-1% -$764 0.05% 203
2022
Q4
$76K Buy
14,983
+135
+0.9% +$684 0.05% 188
2022
Q3
$77K Buy
14,848
+3,471
+31% +$18K 0.05% 186
2022
Q2
$65K Buy
+11,377
New +$65K 0.04% 216