TI
OXLC

TrueMark Investments’s Oxford Lane Capital OXLC Stock Holding History

TrueMark Investments’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
-199,625
Closed -$5.06M – 244
2024
Q4 		$5.06M Buy
199,625
+93,739
+89% +$2.46M 1.62% 20
2024
Q3 		$2.77M Buy
105,886
+45,247
+75% +$1.22M 0.89% 46
2024
Q2 		$1.64M Buy
+60,639
New +$1.6M 0.56% 69

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $68.3B AUM 20.5% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TrueMark Investments's OXLC Position: Q1 2025 in Review

TrueMark Investments sold out of Oxford Lane Capital (OXLC) in Q1 2025, closing a stake of 199,625 shares — an estimated $5.06M sold.

TrueMark Investments first reported a position in OXLC in Q2 2024 and held it in 3 quarters. The position peaked at $5.06M in Q4 2024. 139 funds tracked by Wall St. Rank hold OXLC as of Q1 2025.

  • TrueMark Investments reported no remaining Oxford Lane Capital position as of Q1 2025 after selling out during the quarter.
  • TrueMark Investments sold 199,625 Oxford Lane Capital shares in Q1 2025, an estimated $5.06M.
  • TrueMark Investments first reported a position in Oxford Lane Capital in Q2 2024 and held it in 3 quarters.
  • TrueMark Investments's Oxford Lane Capital position peaked at $5.06M in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2025.

Based on TrueMark Investments's 13F filing for Q1 2025, filed 22 Apr 2025.