Continuum Advisory’s Oxford Lane Capital OXLC Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-146	Closed	-$3.45K	–	1213
2025 Q1	$3.45K	Hold	146	–	–	﹤0.01%	1192
2024 Q4	$3.71K	Hold	146	–	–	﹤0.01%	1209
2024 Q3	$3.92K	Hold	146	–	–	﹤0.01%	1224
2024 Q2	$3.96K	Hold	146	–	–	﹤0.01%	1128
2024 Q1	$3.82K	Buy	+146	New	+$3.75K	﹤0.01%	1128

Other funds holding OXLC

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Continuum Advisory's OXLC Position: Q2 2025 in Review

Continuum Advisory sold out of Oxford Lane Capital (OXLC) in Q2 2025, closing a stake of 146 shares — an estimated $3.45K sold.

Continuum Advisory first reported a position in OXLC in Q1 2024 and held it in 5 quarters. The position peaked at $3.96K in Q2 2024. 149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

Continuum Advisory reported no remaining Oxford Lane Capital position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 146 Oxford Lane Capital shares in Q2 2025, an estimated $3.45K.
Continuum Advisory first reported a position in Oxford Lane Capital in Q1 2024 and held it in 5 quarters.
Continuum Advisory's Oxford Lane Capital position peaked at $3.96K in Q2 2024.
149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.