Allworth Financial’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
+4,600
| New | +$101K | ﹤0.01% | 1537 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$12K | – | 2468 |
|
|
2022
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 1426 |
|
|
2021
Q4 | $13K | Sell |
500
-2,172
| -81% | -$56.5K | ﹤0.01% | 1285 |
|
|
2021
Q3 | $67K | Hold |
2,672
| – | – | ﹤0.01% | 710 |
|
|
2021
Q2 | $62K | Buy |
2,672
+415
| +18% | +$9.63K | ﹤0.01% | 563 |
|
|
2021
Q1 | $50K | Buy |
+2,257
| New | +$50K | ﹤0.01% | 573 |
|