TFA
OXLC

Teamwork Financial Advisors’s Oxford Lane Capital OXLC Stock Holding History

Teamwork Financial Advisors’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
-2,497
Closed -$58.9K – 200
2025
Q1 		$58.9K Sell
2,497
-218
-8% -$5.42K 0.01% 170
2024
Q4 		$68.8K Sell
2,715
-270
-9% -$7.07K 0.01% 159
2024
Q3 		$78.2K Buy
+2,985
New +$80.6K 0.01% 157

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

Teamwork Financial Advisors's OXLC Position: Q2 2025 in Review

Teamwork Financial Advisors sold out of Oxford Lane Capital (OXLC) in Q2 2025, closing a stake of 2,497 shares — an estimated $58.9K sold.

Teamwork Financial Advisors first reported a position in OXLC in Q3 2024 and held it in 3 quarters. The position peaked at $78.2K in Q3 2024. 149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

  • Teamwork Financial Advisors reported no remaining Oxford Lane Capital position as of Q2 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 2,497 Oxford Lane Capital shares in Q2 2025, an estimated $58.9K.
  • Teamwork Financial Advisors first reported a position in Oxford Lane Capital in Q3 2024 and held it in 3 quarters.
  • Teamwork Financial Advisors's Oxford Lane Capital position peaked at $78.2K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on Teamwork Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.