Tradition Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

Tradition 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
2024 Q1	–	Sell	-654	Closed	-$16K	–	940
2023 Q4	$16K	Hold	654	–	–	﹤0.01%	901
2023 Q3	$16K	Hold	654	–	–	﹤0.01%	905
2023 Q2	$16K	Hold	654	–	–	﹤0.01%	927
2023 Q1	$17K	Hold	654	–	–	﹤0.01%	870
2022 Q4	$17K	Hold	654	–	–	﹤0.01%	785
2022 Q3	$17K	Buy	654 +124	+23%	+$3.73K	﹤0.01%	799
2022 Q2	$15K	Buy	530 +139	+36%	+$4.56K	﹤0.01%	721
2022 Q1	$14K	Hold	391	–	–	﹤0.01%	813
2021 Q4	$15K	Hold	391	–	–	﹤0.01%	804
2021 Q3	$14K	Buy	391 +57	+17%	+$2.07K	﹤0.01%	819
2021 Q2	$12K	Hold	334	–	–	﹤0.01%	900
2021 Q1	$11K	Hold	334	–	–	﹤0.01%	781
2020 Q4	$9K	Buy	+334	New	+$8.23K	﹤0.01%	766

Other funds holding OXLC

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tradition Wealth Management's OXLC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Oxford Lane Capital (OXLC) in Q1 2024, closing a stake of 654 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in OXLC in Q4 2020 and held it in 13 quarters. The position peaked at $17K in Q1 2023. 98 funds tracked by Wall St. Rank hold OXLC as of Q1 2024.

Tradition Wealth Management reported no remaining Oxford Lane Capital position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 654 Oxford Lane Capital shares in Q1 2024, an estimated $16K.
Tradition Wealth Management first reported a position in Oxford Lane Capital in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Oxford Lane Capital position peaked at $17K in Q1 2023.
98 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.