Bard Associates’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
Q4 | – | Sell |
-12,373
| Closed | -$270K | – | 246 |
|
|
2025
Q3 | $270K | Sell |
12,373
-4,883
| -28% | -$111K | 0.07% | 141 |
|
|
2025
Q2 | $380K | Hold |
17,256
| – | – | 0.12% | 128 |
|
|
2025
Q1 | $385K | Hold |
17,256
| – | – | 0.14% | 125 |
|
|
2024
Q4 | $377K | Sell |
17,256
-924
| -5% | -$21.8K | 0.13% | 132 |
|
|
2024
Q3 | $460K | Hold |
18,180
| – | – | 0.16% | 129 |
|
|
2024
Q2 | $474K | Hold |
18,180
| – | – | 0.18% | 120 |
|
|
2024
Q1 | $454K | Sell |
18,180
-330
| -2% | -$8.05K | 0.16% | 125 |
|
|
2023
Q4 | $439K | Sell |
18,510
-300
| -2% | -$6.69K | 0.17% | 124 |
|
|
2023
Q3 | $431K | Sell |
18,810
-100
| -0.5% | -$2.17K | 0.18% | 126 |
|
|
2023
Q2 | $373K | Hold |
18,910
| – | – | 0.14% | 132 |
|
|
2023
Q1 | $336K | Hold |
18,910
| – | – | 0.14% | 137 |
|
|
2022
Q4 | $323K | Hold |
18,910
| – | – | 0.14% | 135 |
|
|
2022
Q3 | $320K | Buy |
18,910
+1,525
| +9% | +$29.4K | 0.14% | 131 |
|
|
2022
Q2 | $320K | Sell |
17,385
-2,300
| -12% | -$50.6K | 0.14% | 137 |
|
|
2022
Q1 | $467K | Sell |
19,685
-300
| -2% | -$7.35K | 0.16% | 133 |
|
|
2021
Q4 | $505K | Hold |
19,985
| – | – | 0.17% | 132 |
|
|
2021
Q3 | $503K | Hold |
19,985
| – | – | 0.17% | 126 |
|
|
2021
Q2 | $464K | Buy |
19,985
+295
| +1% | +$7.32K | 0.15% | 125 |
|
|
2021
Q1 | $436K | Hold |
19,690
| – | – | 0.16% | 121 |
|
|
2020
Q4 | $349K | Buy |
19,690
+2,215
| +13% | +$34.8K | 0.14% | 123 |
|
|
2020
Q3 | $246K | Sell |
17,475
-300
| -2% | -$4.22K | 0.13% | 127 |
|
|
2020
Q2 | $240K | Hold |
17,775
| – | – | 0.13% | 126 |
|
|
2020
Q1 | $203K | Hold |
17,775
| – | – | 0.15% | 120 |
|
|
2019
Q4 | $370K | Sell |
17,775
-350
| -2% | -$7.57K | 0.19% | 115 |
|
|
2019
Q3 | $395K | Sell |
18,125
-1,250
| -6% | -$27K | 0.2% | 113 |
|
|
2019
Q2 | $406K | Hold |
19,375
| – | – | 0.2% | 112 |
|
|
2019
Q1 | $408K | Hold |
19,375
| – | – | 0.21% | 113 |
|
|
2018
Q4 | $372K | Hold |
19,375
| – | – | 0.22% | 115 |
|
|
2018
Q3 | $368K | Hold |
19,375
| – | – | 0.17% | 126 |
|
|
2018
Q2 | $351K | Buy |
19,375
+2,800
| +17% | +$48.9K | 0.16% | 131 |
|
|
2018
Q1 | $282K | Hold |
16,575
| – | – | 0.14% | 133 |
|
|
2017
Q4 | $274K | Sell |
16,575
-250
| -1% | -$4.26K | 0.13% | 137 |
|
|
2017
Q3 | $288K | Buy |
16,825
+500
| +3% | +$8.27K | 0.13% | 134 |
|
|
2017
Q2 | $263K | Buy |
+16,325
| New | +$264K | 0.12% | 145 |
|
Other funds holding CSWC
UBP
SIS
MW
MC
Bard Associates's CSWC Position: Q4 2025 in Review
Bard Associates sold out of Capital Southwest (CSWC) in Q4 2025, closing a stake of 12,373 shares — an estimated $270K sold.
Bard Associates first reported a position in CSWC in Q2 2017 and held it in 34 quarters. The position peaked at $505K in Q4 2021. 162 funds tracked by Wall St. Rank hold CSWC as of Q4 2025.
- Bard Associates reported no remaining Capital Southwest position as of Q4 2025 after selling out during the quarter.
- Bard Associates sold 12,373 Capital Southwest shares in Q4 2025, an estimated $270K.
- Bard Associates first reported a position in Capital Southwest in Q2 2017 and held it in 34 quarters.
- Bard Associates's Capital Southwest position peaked at $505K in Q4 2021.
- 162 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2025.
Based on Bard Associates's 13F filing for Q4 2025, filed 13 Feb 2026.