Bragg Financial Advisors’s CSW Industrials CSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.18M | Sell |
19,889
-8
| -0% | -$2.33K | 0.16% | 132 |
|
|
2025
Q4 | $5.84M | Sell |
19,897
-1,110
| -5% | -$296K | 0.19% | 128 |
|
|
2025
Q3 | $5.1M | Sell |
21,007
-263
| -1% | -$70.6K | 0.17% | 137 |
|
|
2025
Q2 | $6.1M | Sell |
21,270
-1,085
| -5% | -$328K | 0.22% | 128 |
|
|
2025
Q1 | $6.52M | Sell |
22,355
-10,387
| -32% | -$3.37M | 0.27% | 119 |
|
|
2024
Q4 | $11.6M | Sell |
32,742
-25,017
| -43% | -$9.73M | 0.47% | 84 |
|
|
2024
Q3 | $21.2M | Sell |
57,759
-5,305
| -8% | -$1.66M | 0.87% | 32 |
|
|
2024
Q2 | $16.7M | Sell |
63,064
-28
| -0% | -$6.95K | 0.75% | 43 |
|
|
2024
Q1 | $14.8M | Sell |
63,092
-25,209
| -29% | -$5.62M | 0.66% | 59 |
|
|
2023
Q4 | $18.3M | Sell |
88,301
-78
| -0.1% | -$14.1K | 0.87% | 33 |
|
|
2023
Q3 | $15.5M | Buy |
88,379
+12,690
| +17% | +$2.25M | 0.82% | 35 |
|
|
2023
Q2 | $12.6M | Buy |
75,689
+426
| +0.6% | +$61.5K | 0.69% | 51 |
|
|
2023
Q1 | $10.5M | Sell |
75,263
-4
| -0% | -$540 | 0.62% | 67 |
|
|
2022
Q4 | $8.73M | Sell |
75,267
-48
| -0.1% | -$5.74K | 0.53% | 79 |
|
|
2022
Q3 | $9.02M | Sell |
75,315
-835
| -1% | -$102K | 0.62% | 63 |
|
|
2022
Q2 | $7.85M | Sell |
76,150
-4,883
| -6% | -$521K | 0.52% | 79 |
|
|
2022
Q1 | $9.53M | Buy |
81,033
+248
| +0.3% | +$29.2K | 0.56% | 73 |
|
|
2021
Q4 | $10.3M | Hold |
80,785
| – | – | 0.66% | 60 |
|
|
2021
Q3 | $10.3M | Sell |
80,785
-82
| -0.1% | -$10.2K | 0.66% | 60 |
|
|
2021
Q2 | $9.58M | Sell |
80,867
-10,885
| -12% | -$1.39M | 0.61% | 66 |
|
|
2021
Q1 | $12.4M | Buy |
91,752
+32,386
| +55% | +$4.11M | 0.83% | 43 |
|
|
2020
Q4 | $6.64M | Sell |
59,366
-75
| -0.1% | -$7.49K | 0.58% | 67 |
|
|
2020
Q3 | $4.59M | Buy |
59,441
+1,242
| +2% | +$90K | 0.47% | 74 |
|
|
2020
Q2 | $4.02M | Buy |
58,199
+1,279
| +2% | +$86.3K | 0.45% | 75 |
|
|
2020
Q1 | $3.69M | Buy |
56,920
+1,654
| +3% | +$120K | 0.5% | 67 |
|
|
2019
Q4 | $4.25M | Sell |
55,266
-70
| -0.1% | -$5.03K | 0.48% | 75 |
|
|
2019
Q3 | $3.82M | Sell |
55,336
-117
| -0.2% | -$8.09K | 0.46% | 77 |
|
|
2019
Q2 | $3.78M | Buy |
55,453
+82
| +0.1% | +$5.13K | 0.47% | 75 |
|
|
2019
Q1 | $3.17M | Hold |
55,371
| – | – | 0.41% | 90 |
|
|
2018
Q4 | $2.68M | Sell |
55,371
-4,785
| -8% | -$238K | 0.4% | 90 |
|
|
2018
Q3 | $3.23M | Buy |
60,156
+100
| +0.2% | +$5.46K | 0.43% | 86 |
|
|
2018
Q2 | $3.17M | Sell |
60,056
-620
| -1% | -$29.4K | 0.45% | 86 |
|
|
2018
Q1 | $2.73M | Buy |
60,676
+115
| +0.2% | +$5.35K | 0.4% | 97 |
|
|
2017
Q4 | $2.78M | Buy |
60,561
+170
| +0.3% | +$8.02K | 0.4% | 92 |
|
|
2017
Q3 | $2.68M | Hold |
60,391
| – | – | 0.41% | 95 |
|
|
2017
Q2 | $2.33M | Sell |
60,391
-2,810
| -4% | -$101K | 0.37% | 108 |
|
|
2017
Q1 | $2.32M | Sell |
63,201
-12,540
| -17% | -$458K | 0.37% | 107 |
|
|
2016
Q4 | $2.79M | Hold |
75,741
| – | – | 0.46% | 87 |
|
|
2016
Q3 | $2.45M | Hold |
75,741
| – | – | 0.44% | 91 |
|
|
2016
Q2 | $2.47M | Buy |
75,741
+5,410
| +8% | +$177K | 0.45% | 94 |
|
|
2016
Q1 | $2.21M | Buy |
70,331
+34,793
| +98% | +$1.12M | 0.43% | 99 |
|
|
2015
Q4 | $1.34M | Buy |
+35,538
| New | +$1.28M | 0.29% | 113 |
|
Other funds holding CSW
VPM
WA
VCM
CCA
