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Blue Trust Inc’s Capital Southwest CSWC Stock Holding History

Blue Trust Inc’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.3K Hold
1,053
– – ﹤0.01% 1595
2025
Q4 		$23.3K Sell
1,053
-1,595
-60% -$33.7K ﹤0.01% 1632
2025
Q3 		$57.9K Sell
2,648
-500
-16% -$11.4K ﹤0.01% 1340
2025
Q2 		$69.4K Buy
3,148
+185
+6% +$3.81K ﹤0.01% 1222
2025
Q1 		$66.1K Buy
2,963
+289
+11% +$6.53K ﹤0.01% 1200
2024
Q4 		$58.3K Sell
2,674
-4,473
-63% -$105K ﹤0.01% 1193
2024
Q3 		$186K Buy
7,147
+6,711
+1,539% +$170K ﹤0.01% 895
2024
Q2 		$10.9K Buy
436
+372
+581% +$9.55K ﹤0.01% 1904
2024
Q1 		$1.6K Buy
64
+60
+1,500% +$1.46K ﹤0.01% 1862
2023
Q4 		$0 Buy
+4
New +$89 ﹤0.01% 2523

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EF
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