B. Riley Wealth Advisors’s Capital Southwest CSWC Stock Holding History

B. Riley Wealth Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.03M	Buy	+92,163	New	+$2.03M	0.1%	199
2024 Q4	$1.1M	Buy	50,626 +3,941	+8%	+$86K	0.04%	426
2024 Q3	$1.18M	Sell	46,685 -2,298	-5%	-$58.1K	0.03%	449
2024 Q2	$1.28M	Sell	48,983 -6,271	-11%	-$164K	0.03%	463
2024 Q1	$1.27M	Buy	55,254 +923	+2%	+$21.1K	0.03%	460
2023 Q4	$1.29M	Sell	54,331 -923	-2%	-$21.9K	0.03%	461
2023 Q3	$1.27M	Sell	55,254 -15,589	-22%	-$357K	0.03%	460
2023 Q2	$1.4M	Buy	70,843 +6,962	+11%	+$137K	0.03%	463
2023 Q1	$1.14M	Buy	63,881 +2,336	+4%	+$41.5K	0.03%	504
2022 Q4	$1.05M	Buy	61,545 +2,869	+5%	+$49.1K	0.03%	518
2022 Q3	$994K	Buy	58,676 +6,948	+13%	+$118K	0.03%	508
2022 Q2	$953K	Sell	51,728 -686	-1%	-$12.6K	0.04%	435
2022 Q1	$1.24M	Buy	52,414 +126	+0.2%	+$2.99K	0.04%	415
2021 Q4	$1.32M	Sell	52,288 -4,021	-7%	-$102K	0.04%	446
2021 Q3	$1.42M	Sell	56,309 -222	-0.4%	-$5.59K	0.05%	418
2021 Q2	$1.31M	Buy	56,531 +81	+0.1%	+$1.88K	0.04%	437
2021 Q1	$1.25M	Buy	56,450 +512	+0.9%	+$11.3K	0.04%	425
2020 Q4	$993K	Sell	55,938 -4,384	-7%	-$77.8K	0.05%	332
2020 Q3	$848K	Buy	60,322 +5,416	+10%	+$76.1K	0.05%	353
2020 Q2	$741K	Sell	54,906 -2,754	-5%	-$37.2K	0.05%	337
2020 Q1	$659K	Buy	57,660 +367	+0.6%	+$4.19K	0.06%	320
2019 Q4	$1.19M	Sell	57,293 -276	-0.5%	-$5.75K	0.1%	218
2019 Q3	$1.26M	Buy	57,569 +315	+0.6%	+$6.87K	0.12%	188
2019 Q2	$1.2M	Sell	57,254 -938	-2%	-$19.7K	0.13%	170
2019 Q1	$1.23M	Sell	58,192 -27,663	-32%	-$582K	0.15%	154
2018 Q4	$1.65M	Buy	85,855 +299	+0.3%	+$5.75K	0.24%	96
2018 Q3	$1.62M	Sell	85,556 -14,604	-15%	-$277K	0.19%	120
2018 Q2	$1.81M	Buy	100,160 +12,758	+15%	+$231K	0.24%	101
2018 Q1	$1.49M	Buy	87,402 +8,003	+10%	+$136K	0.21%	118
2017 Q4	$1.32M	Buy	+79,399	New	+$1.32M	0.18%	142