CFGS
OXLC

Concourse Financial Group Securities’s Oxford Lane Capital OXLC Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-600
Closed -$15.4K – 1452
2024
Q4 		$15.4K Hold
600
– – ﹤0.01% 1617
2024
Q3 		$15.7K Hold
600
– – ﹤0.01% 1575
2024
Q2 		$16.3K Hold
600
– – ﹤0.01% 1561
2024
Q1 		$15.5K Hold
600
– – ﹤0.01% 1575
2023
Q4 		$14.8K Hold
600
– – ﹤0.01% 1569
2023
Q3 		$15K Hold
600
– – ﹤0.01% 1523
2023
Q2 		$14.5K Hold
600
– – ﹤0.01% 1551
2023
Q1 		$15.7K Hold
600
– – ﹤0.01% 1538
2022
Q4 		$15.2K Hold
600
– – ﹤0.01% 1543
2022
Q3 		$16K Hold
600
– – ﹤0.01% 1368
2022
Q2 		$17K Buy
+600
New +$19.7K ﹤0.01% 1498

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Concourse Financial Group Securities's OXLC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Oxford Lane Capital (OXLC) in Q1 2025, closing a stake of 600 shares — an estimated $15.4K sold.

Concourse Financial Group Securities first reported a position in OXLC in Q2 2022 and held it in 11 quarters. The position peaked at $17K in Q2 2022. 139 funds tracked by Wall St. Rank hold OXLC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Oxford Lane Capital position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 600 Oxford Lane Capital shares in Q1 2025, an estimated $15.4K.
  • Concourse Financial Group Securities first reported a position in Oxford Lane Capital in Q2 2022 and held it in 11 quarters.
  • Concourse Financial Group Securities's Oxford Lane Capital position peaked at $17K in Q2 2022.
  • 139 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.