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Gilliland Jeter Wealth Management’s Oxford Square Capital OXSQ Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,700
Closed -$13.3K – 501
2024
Q3 		$13.3K Hold
4,700
– – ﹤0.01% 429
2024
Q2 		$13.8K Hold
4,700
– – ﹤0.01% 419
2024
Q1 		$14.9K Buy
+4,700
New +$14.4K 0.01% 397

Other funds holding OXSQ

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Gilliland Jeter Wealth Management's OXSQ Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Oxford Square Capital (OXSQ) in Q4 2024, closing a stake of 4,700 shares — an estimated $13.3K sold.

Gilliland Jeter Wealth Management first reported a position in OXSQ in Q1 2024 and held it in 3 quarters. The position peaked at $14.9K in Q1 2024. 53 funds tracked by Wall St. Rank hold OXSQ as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Oxford Square Capital position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 4,700 Oxford Square Capital shares in Q4 2024, an estimated $13.3K.
  • Gilliland Jeter Wealth Management first reported a position in Oxford Square Capital in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Oxford Square Capital position peaked at $14.9K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Oxford Square Capital as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.