Cetera Investment Advisers’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
Q2 | $7.97M | Buy |
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|
2025
Q1 | $1.61M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $865K | Sell |
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|
2024
Q2 | $936K | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $896K | Buy |
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|
2023
Q2 | $744K | Buy |
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|
2023
Q1 | $627K | Buy |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $228K | Buy |
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