Sheaff Brock Investment 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
Q1 | $437K | Buy |
92,620
+30,220
| +48% | +$143K | 0.04% | 279 |
|
|
2024
Q4 | $316K | Buy |
62,400
+100
| +0.2% | +$507 | 0.03% | 322 |
|
|
2024
Q3 | $326K | Buy |
62,300
+530
| +0.9% | +$2.78K | 0.03% | 317 |
|
|
2024
Q2 | $335K | Hold |
61,770
| – | – | 0.03% | 306 |
|
|
2024
Q1 | $314K | Hold |
61,770
| – | – | 0.02% | 336 |
|
|
2023
Q4 | $305K | Buy |
61,770
+770
| +1% | +$3.8K | 0.02% | 335 |
|
|
2023
Q3 | $304K | Hold |
61,000
| – | – | 0.03% | 325 |
|
|
2023
Q2 | $295K | Hold |
61,000
| – | – | 0.02% | 344 |
|
|
2023
Q1 | $319K | Buy |
+61,000
| New | +$319K | 0.03% | 325 |
|
|
2016
Q2 | – | Sell |
-18,905
| Closed | -$160K | – | 628 |
|
|
2016
Q1 | $160K | Buy |
18,905
+450
| +2% | +$3.81K | 0.02% | 521 |
|
|
2015
Q4 | $184K | Buy |
+18,455
| New | +$184K | 0.02% | 524 |
|