Creative Planning’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 | $57.5K | Sell |
13,687
-2,117
| -13% | -$8.89K | ﹤0.01% | 3483 |
|
|
2025
Q1 | $74.6K | Buy |
15,804
+1,016
| +7% | +$4.8K | ﹤0.01% | 3279 |
|
|
2024
Q4 | $75K | Sell |
14,788
-17,564
| -54% | -$89K | ﹤0.01% | 3183 |
|
|
2024
Q3 | $170K | Buy |
+32,352
| New | +$170K | ﹤0.01% | 2896 |
|
|
2024
Q1 | – | Sell |
-13,074
| Closed | -$64.6K | – | 2911 |
|
|
2023
Q4 | $64.6K | Buy |
+13,074
| New | +$64.6K | ﹤0.01% | 2610 |
|
|
2019
Q1 | – | Sell |
-16,700
| Closed | -$162K | – | 1901 |
|
|
2018
Q4 | $162K | Buy |
16,700
+5,969
| +56% | +$57.9K | ﹤0.01% | 1541 |
|
|
2018
Q3 | $114K | Buy |
10,731
+100
| +0.9% | +$1.06K | ﹤0.01% | 1753 |
|
|
2018
Q2 | $111K | Buy |
+10,631
| New | +$111K | ﹤0.01% | 1732 |
|
|
2017
Q4 | – | Sell |
-17,172
| Closed | -$175K | – | 1949 |
|
|
2017
Q3 | $175K | Buy |
17,172
+6,841
| +66% | +$69.7K | ﹤0.01% | 1620 |
|
|
2017
Q2 | $102K | Sell |
10,331
-100
| -1% | -$987 | ﹤0.01% | 1970 |
|
|
2017
Q1 | $116K | Buy |
10,431
+4,301
| +70% | +$47.8K | ﹤0.01% | 1839 |
|
|
2016
Q4 | $64K | Buy |
6,130
+2,630
| +75% | +$27.5K | ﹤0.01% | 2178 |
|
|
2016
Q3 | $37K | Buy |
3,500
+1,200
| +52% | +$12.7K | ﹤0.01% | 2574 |
|
|
2016
Q2 | $19K | Sell |
2,300
-5,322
| -70% | -$44K | ﹤0.01% | 2809 |
|
|
2016
Q1 | $64K | Buy |
7,622
+4,500
| +144% | +$37.8K | ﹤0.01% | 1911 |
|
|
2015
Q4 | $31K | Buy |
+3,122
| New | +$31K | ﹤0.01% | 2477 |
|