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 |
|