SPC
OXLC

Sigma Planning Corp’s Oxford Lane Capital OXLC Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-11,499
Closed -$271K – 1314
2025
Q1 		$271K Sell
11,499
-1,673
-13% -$41.6K 0.01% 987
2024
Q4 		$334K Sell
13,172
-689
-5% -$18K 0.01% 894
2024
Q3 		$363K Buy
13,861
+1,278
+10% +$34.5K 0.01% 875
2024
Q2 		$341K Buy
12,583
+4,484
+55% +$118K 0.01% 872
2024
Q1 		$206K Buy
8,099
+3,003
+59% +$77.1K 0.01% 1127
2023
Q4 		$126K Sell
5,096
-9,749
-66% -$240K 0.01% 803
2023
Q3 		$370K Buy
14,845
+264
+2% +$6.8K 0.01% 841
2023
Q2 		$353K Sell
14,581
-412
-3% -$10.5K 0.01% 868
2023
Q1 		$392K Buy
14,993
+7,249
+94% +$202K 0.01% 900
2022
Q4 		$196K Buy
7,744
+2,107
+37% +$54.3K 0.01% 1133
2022
Q3 		$146K Sell
5,637
-1,129
-17% -$34K 0.01% 1160
2022
Q2 		$192K Buy
+6,766
New +$222K 0.01% 1164

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
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

Sigma Planning Corp's OXLC Position: Q2 2025 in Review

Sigma Planning Corp sold out of Oxford Lane Capital (OXLC) in Q2 2025, closing a stake of 11,499 shares — an estimated $271K sold.

Sigma Planning Corp first reported a position in OXLC in Q2 2022 and held it in 12 quarters. The position peaked at $392K in Q1 2023. 149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

  • Sigma Planning Corp reported no remaining Oxford Lane Capital position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 11,499 Oxford Lane Capital shares in Q2 2025, an estimated $271K.
  • Sigma Planning Corp first reported a position in Oxford Lane Capital in Q2 2022 and held it in 12 quarters.
  • Sigma Planning Corp's Oxford Lane Capital position peaked at $392K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.