J.W. Cole Advisors’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
$2.87M Buy
682,335
+22,365
+3% +$93.9K 0.06% 301
2025
Q1
$3.12M Buy
659,970
+373,710
+131% +$1.76M 0.1% 216
2024
Q4
$1.45M Buy
286,260
+57,865
+25% +$293K 0.06% 319
2024
Q3
$1.2M Buy
228,395
+82,431
+56% +$432K 0.05% 351
2024
Q2
$791K Buy
145,964
+92,741
+174% +$503K 0.04% 401
2024
Q1
$270K Buy
53,223
+21,272
+67% +$108K 0.01% 728
2023
Q4
$158K Buy
31,951
+8,023
+34% +$39.6K 0.01% 777
2023
Q3
$119K Buy
+23,928
New +$119K 0.01% 706