Capital Analysts LLC’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 | $59K | Buy |
2,685
+69
| +3% | +$1.52K | ﹤0.01% | 779 |
|
|
2025
Q1 | $58K | Buy |
2,616
+66
| +3% | +$1.46K | ﹤0.01% | 756 |
|
|
2024
Q4 | $56K | Buy |
2,550
+669
| +36% | +$14.7K | ﹤0.01% | 725 |
|
|
2024
Q3 | $48K | Sell |
1,881
-603
| -24% | -$15.4K | ﹤0.01% | 729 |
|
|
2024
Q2 | $65K | Hold |
2,484
| – | – | ﹤0.01% | 650 |
|
|
2024
Q1 | $62K | Hold |
2,484
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $59K | Sell |
2,484
-207
| -8% | -$4.92K | ﹤0.01% | 621 |
|
|
2023
Q3 | $62K | Hold |
2,691
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $51K | Hold |
2,691
| – | – | ﹤0.01% | 577 |
|
|
2023
Q1 | $48K | Hold |
2,691
| – | – | ﹤0.01% | 600 |
|
|
2022
Q4 | $46K | Buy |
2,691
+76
| +3% | +$1.3K | ﹤0.01% | 632 |
|
|
2022
Q3 | $44K | Hold |
2,615
| – | – | ﹤0.01% | 586 |
|
|
2022
Q2 | $48K | Buy |
+2,615
| New | +$48K | ﹤0.01% | 568 |
|