Parisi Gray Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

Parisi Gray 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
2026 Q2	$87.6K	Hold	10,000	–	–	0.02%	153
2026 Q1	$97.8K	Hold	10,000	–	–	0.02%	137
2025 Q4	$146K	Buy	+10,000	New	+$150K	0.03%	135
2025 Q3	–	Sell	-6,400	Closed	-$134K	–	128
2025 Q2	$134K	Hold	6,400	–	–	0.04%	121
2025 Q1	$151K	Buy	6,400 +2,400	+60%	+$59.7K	0.05%	109
2024 Q4	$101K	Buy	+4,000	New	+$105K	0.03%	105

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Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return