Geneos Wealth Management’s Oxford Lane Capital OXLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $5.15M | Buy |
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|
2024
Q4 | $2.67M | Buy |
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|
2024
Q3 | $2.64M | Buy |
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|
2024
Q2 | $2.68M | Buy |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $655K | Buy |
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|
2023
Q3 | $599K | Buy |
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|
2023
Q2 | $550K | Buy |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $154K | Hold |
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|
2021
Q3 | $146K | Hold |
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|
2021
Q2 | $151K | Hold |
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|
2021
Q1 | $134K | Hold |
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|
2020
Q4 | $125K | Buy |
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|
2020
Q3 | $50K | Buy |
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|
2020
Q2 | $27K | Hold |
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|
2020
Q1 | $36K | Sell |
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|
2019
Q4 | $62K | Buy |
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|
2019
Q3 | $20K | Buy |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $19K | Hold |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $20K | Hold |
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|
2018
Q1 | $20K | Buy |
|