Blue Trust Inc’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 | $69.4K | Buy |
3,148
+185
| +6% | +$4.08K | ﹤0.01% | 1222 |
|
|
2025
Q1 | $66.1K | Buy |
2,963
+289
| +11% | +$6.45K | ﹤0.01% | 1200 |
|
|
2024
Q4 | $58.3K | Sell |
2,674
-4,473
| -63% | -$97.6K | ﹤0.01% | 1193 |
|
|
2024
Q3 | $186K | Buy |
7,147
+6,711
| +1,539% | +$175K | ﹤0.01% | 895 |
|
|
2024
Q2 | $10.9K | Buy |
436
+372
| +581% | +$9.29K | ﹤0.01% | 1904 |
|
|
2024
Q1 | $1.6K | Buy |
64
+60
| +1,500% | +$1.5K | ﹤0.01% | 1862 |
|
|
2023
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2523 |
|