Waddell & Associates’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
Q2 | $115K | Buy |
27,474
+1,360
| +5% | +$5.71K | 0.01% | 238 |
|
|
2025
Q1 | $123K | Buy |
26,114
+1,155
| +5% | +$5.45K | 0.02% | 158 |
|
|
2024
Q4 | $127K | Buy |
24,959
+1,043
| +4% | +$5.29K | 0.01% | 153 |
|
|
2024
Q3 | $125K | Buy |
23,916
+956
| +4% | +$5.01K | 0.02% | 149 |
|
|
2024
Q2 | $124K | Buy |
22,960
+1,104
| +5% | +$5.98K | 0.02% | 136 |
|
|
2024
Q1 | $111K | Buy |
+21,856
| New | +$111K | 0.02% | 138 |
|
|
2023
Q4 | – | Sell |
-16,063
| Closed | -$80.2K | – | 167 |
|
|
2023
Q3 | $80.2K | Buy |
16,063
+711
| +5% | +$3.55K | 0.01% | 171 |
|
|
2023
Q2 | $74.3K | Buy |
15,352
+646
| +4% | +$3.13K | 0.01% | 165 |
|
|
2023
Q1 | $76.9K | Buy |
14,706
+579
| +4% | +$3.03K | 0.01% | 152 |
|
|
2022
Q4 | $71.6K | Buy |
14,127
+587
| +4% | +$2.98K | 0.01% | 141 |
|
|
2022
Q3 | $70K | Buy |
13,540
+489
| +4% | +$2.53K | 0.01% | 138 |
|
|
2022
Q2 | $74K | Buy |
+13,051
| New | +$74K | 0.02% | 141 |
|
|
2020
Q4 | – | Sell |
-10,480
| Closed | -$46K | – | 26 |
|
|
2020
Q3 | $46K | Buy |
+10,480
| New | +$46K | 0.01% | 33 |
|