Caldwell Sutter Capital’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Sell |
41,052
-676
| -2% | -$14.9K | 0.41% | 62 |
|
|
2025
Q1 | $931K | Sell |
41,728
-700
| -2% | -$15.6K | 0.44% | 58 |
|
|
2024
Q4 | $926K | Sell |
42,428
-800
| -2% | -$17.5K | 0.43% | 60 |
|
|
2024
Q3 | $1.09M | Hold |
43,228
| – | – | 0.51% | 51 |
|
|
2024
Q2 | $1.13M | Hold |
43,228
| – | – | 0.56% | 45 |
|
|
2024
Q1 | $1.08M | Hold |
43,228
| – | – | 0.52% | 54 |
|
|
2023
Q4 | $1.02M | Hold |
43,228
| – | – | 0.52% | 56 |
|
|
2023
Q3 | $990K | Hold |
43,228
| – | – | 0.55% | 50 |
|
|
2023
Q2 | $852K | Hold |
43,228
| – | – | 0.45% | 65 |
|
|
2023
Q1 | $769K | Buy |
43,228
+700
| +2% | +$12.4K | 0.56% | 45 |
|
|
2022
Q4 | $727K | Buy |
+42,528
| New | +$727K | 0.64% | 45 |
|