Cetera Investment Advisers’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97M | Buy |
361,722
+289,778
| +403% | +$6.39M | 0.01% | 938 |
|
|
2025
Q1 | $1.61M | Buy |
71,944
+18,420
| +34% | +$411K | ﹤0.01% | 1907 |
|
|
2024
Q4 | $1.17M | Buy |
53,524
+19,323
| +56% | +$422K | ﹤0.01% | 2060 |
|
|
2024
Q3 | $865K | Sell |
34,201
-1,671
| -5% | -$42.3K | ﹤0.01% | 2219 |
|
|
2024
Q2 | $936K | Sell |
35,872
-9,524
| -21% | -$248K | ﹤0.01% | 2120 |
|
|
2024
Q1 | $1.13M | Buy |
45,396
+10,216
| +29% | +$255K | ﹤0.01% | 1970 |
|
|
2023
Q4 | $834K | Sell |
35,180
-3,958
| -10% | -$93.8K | 0.01% | 1213 |
|
|
2023
Q3 | $896K | Buy |
39,138
+1,417
| +4% | +$32.4K | 0.01% | 1093 |
|
|
2023
Q2 | $744K | Buy |
37,721
+2,482
| +7% | +$48.9K | 0.01% | 1218 |
|
|
2023
Q1 | $627K | Buy |
35,239
+13,836
| +65% | +$246K | 0.01% | 1295 |
|
|
2022
Q4 | $366K | Buy |
21,403
+1,632
| +8% | +$27.9K | ﹤0.01% | 1538 |
|
|
2022
Q3 | $335K | Buy |
19,771
+4,959
| +33% | +$84K | 0.01% | 1204 |
|
|
2022
Q2 | $273K | Buy |
14,812
+5,223
| +54% | +$96.3K | ﹤0.01% | 1482 |
|
|
2022
Q1 | $228K | Buy |
+9,589
| New | +$228K | ﹤0.01% | 1633 |
|