Capital Analysts LLC’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
Q3 | $60K | Buy |
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|
2025
Q2 | $59K | Buy |
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|
2025
Q1 | $58K | Buy |
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|
2024
Q4 | $56K | Buy |
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|
2024
Q3 | $48K | Sell |
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|
2024
Q2 | $65K | Hold |
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|
2024
Q1 | $62K | Hold |
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|
2023
Q4 | $59K | Sell |
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|
2023
Q3 | $62K | Hold |
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|
2023
Q2 | $51K | Hold |
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|
2023
Q1 | $48K | Hold |
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|
2022
Q4 | $46K | Buy |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $48K | Buy |
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