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

Western 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
2025 Q1	–	Sell	-2,461	Closed	-$62.4K	–	747
2024 Q4	$62.4K	Buy	2,461 +314	+15%	+$8.22K	﹤0.01%	750
2024 Q3	$56.3K	Buy	+2,147	New	+$57.9K	﹤0.01%	739
2023 Q2	–	Sell	-10,816	Closed	-$283K	–	666
2023 Q1	$283K	Sell	10,816 -864	-7%	-$24.1K	0.03%	514
2022 Q4	$296K	Sell	11,680 -10,418	-47%	-$269K	0.03%	467
2022 Q3	$596K	Sell	22,098 -1,028	-4%	-$31K	0.03%	431
2022 Q2	$700K	Sell	23,126 -1,111	-5%	-$36.4K	0.04%	384
2022 Q1	$877K	Buy	+24,237	New	+$932K	0.04%	361

Other funds holding OXLC

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DFG

Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

IFG

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

Western Wealth Management's OXLC Position: Q1 2025 in Review

Western Wealth Management sold out of Oxford Lane Capital (OXLC) in Q1 2025, closing a stake of 2,461 shares — an estimated $62.4K sold.

Western Wealth Management first reported a position in OXLC in Q1 2022 and held it in 7 quarters. The position peaked at $877K in Q1 2022. 140 funds tracked by Wall St. Rank hold OXLC as of Q1 2025.

Western Wealth Management reported no remaining Oxford Lane Capital position as of Q1 2025 after selling out during the quarter.
Western Wealth Management sold 2,461 Oxford Lane Capital shares in Q1 2025, an estimated $62.4K.
Western Wealth Management first reported a position in Oxford Lane Capital in Q1 2022 and held it in 7 quarters.
Western Wealth Management's Oxford Lane Capital position peaked at $877K in Q1 2022.
140 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.