Kingsview Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

Kingsview Wealth Management’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
2024 Q4	–	Sell	-2,016	Closed	-$52.8K	–	1162
2024 Q3	$52.8K	Buy	+2,016	New	+$54.4K	﹤0.01%	1075
2023 Q4	–	Sell	-2,458	Closed	-$61.3K	–	1003
2023 Q3	$61.3K	Sell	2,458 -257	-9%	-$6.62K	﹤0.01%	921
2023 Q2	$65.7K	Buy	2,715 +124	+5%	+$3.17K	﹤0.01%	889
2023 Q1	$67.8K	Buy	2,591 +107	+4%	+$2.98K	﹤0.01%	862
2022 Q4	$63K	Buy	2,484 +133	+6%	+$3.43K	﹤0.01%	825
2022 Q3	$61K	Buy	2,351 +92	+4%	+$2.77K	﹤0.01%	801
2022 Q2	$64K	Buy	+2,259	New	+$74.1K	﹤0.01%	793

Other funds holding OXLC

BTCPP

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

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

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Kingsview Wealth Management's OXLC Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Oxford Lane Capital (OXLC) in Q4 2024, closing a stake of 2,016 shares — an estimated $52.8K sold.

Kingsview Wealth Management first reported a position in OXLC in Q2 2022 and held it in 7 quarters. The position peaked at $67.8K in Q1 2023. 149 funds tracked by Wall St. Rank hold OXLC as of Q4 2024.

Kingsview Wealth Management reported no remaining Oxford Lane Capital position as of Q4 2024 after selling out during the quarter.
Kingsview Wealth Management sold 2,016 Oxford Lane Capital shares in Q4 2024, an estimated $52.8K.
Kingsview Wealth Management first reported a position in Oxford Lane Capital in Q2 2022 and held it in 7 quarters.
Kingsview Wealth Management's Oxford Lane Capital position peaked at $67.8K in Q1 2023.
149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2024.

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