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Park Square Financial Group’s Oxford Lane Capital OXLC Stock Holding History

Park Square Financial Group’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
2025
Q1 		– Sell
-768
Closed -$19.5K – 1020
2024
Q4 		$19.5K Buy
+768
New +$20.1K 0.01% 442

Other funds holding OXLC

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Park Square Financial Group's OXLC Position: Q1 2025 in Review

Park Square Financial Group sold out of Oxford Lane Capital (OXLC) in Q1 2025, closing a stake of 768 shares — an estimated $19.5K sold.

Park Square Financial Group first reported a position in OXLC in Q4 2024 and held it in 1 quarter. The position peaked at $19.5K in Q4 2024. 140 funds tracked by Wall St. Rank hold OXLC as of Q1 2025.

  • Park Square Financial Group reported no remaining Oxford Lane Capital position as of Q1 2025 after selling out during the quarter.
  • Park Square Financial Group sold 768 Oxford Lane Capital shares in Q1 2025, an estimated $19.5K.
  • Park Square Financial Group first reported a position in Oxford Lane Capital in Q4 2024 and held it in 1 quarter.
  • Park Square Financial Group's Oxford Lane Capital position peaked at $19.5K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2025.

Based on Park Square Financial Group's 13F filing for Q1 2025, filed 1 May 2025.