Advisors Asset Management’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
|
|||||
|
2025
Q1 | $3.32M | Sell |
|
|||||
|
2024
Q4 | $3.26M | Sell |
|
|||||
|
2024
Q3 | $4.62M | Buy |
|
|||||
|
2024
Q2 | $4.44M | Sell |
|
|||||
|
2024
Q1 | $4.27M | Buy |
|
|||||
|
2023
Q4 | $3.87M | Sell |
|
|||||
|
2023
Q3 | $4.47M | Buy |
|
|||||
|
2023
Q2 | $3.58M | Sell |
|
|||||
|
2023
Q1 | $3.42M | Buy |
|
|||||
|
2022
Q4 | $3.11M | Sell |
|
|||||
|
2022
Q3 | $3.31M | Buy |
|
|||||
|
2022
Q2 | $3.44M | Sell |
|
|||||
|
2022
Q1 | $4.66M | Buy |
|
|||||
|
2021
Q4 | $4.7M | Buy |
|
|||||
|
2021
Q3 | $4.41M | Buy |
|
|||||
|
2021
Q2 | $3.58M | Buy |
|
|||||
|
2021
Q1 | $3.28M | Buy |
|
|||||
|
2020
Q4 | $2.52M | Sell |
|
|||||
|
2020
Q3 | $2.03M | Sell |
|
|||||
|
2020
Q2 | $1.97M | Buy |
|
|||||
|
2020
Q1 | $1.46M | Sell |
|
|||||
|
2019
Q4 | $2.93M | Sell |
|
|||||
|
2019
Q3 | $3.31M | Sell |
|
|||||
|
2019
Q2 | $3.32M | Sell |
|
|||||
|
2019
Q1 | $3.58M | Buy |
|
|||||
|
2018
Q4 | $3.02M | Buy |
|
|||||
|
2018
Q3 | $2.62M | Buy |
|
|||||
|
2018
Q2 | $2.16M | Buy |
|
|||||
|
2018
Q1 | $1.5M | Buy |
|
|||||
|
2017
Q4 | $1.23M | Buy |
|
|||||
|
2017
Q3 | $711K | Buy |
|
|||||
|
2017
Q2 | $179K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $314K | Sell |
|
|||||
|
2015
Q3 | $1.16M | Sell |
|
|||||
|
2015
Q2 | $1.28M | Sell |
|
|||||
|
2015
Q1 | $3.06M | Sell |
|
|||||
|
2014
Q4 | $2.69M | Sell |
|
|||||
|
2014
Q3 | $2.83M | Sell |
|
|||||
|
2014
Q2 | $3M | Buy |
|
|||||
|
2014
Q1 | $1.86M | Sell |
|
|||||
|
2013
Q4 | $2.09M | Buy |
|
|||||
|
2013
Q3 | $1.32M | Buy |
|
|||||
|
2013
Q2 | $196K | Buy |
|