Commonwealth Equity Services’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 | $1.76M | Buy |
79,788
+2,248
| +3% | +$49.6K | ﹤0.01% | 2094 |
|
|
2025
Q1 | $1.73M | Buy |
77,540
+6,428
| +9% | +$143K | ﹤0.01% | 2018 |
|
|
2024
Q4 | $1.55M | Sell |
71,112
-3,674
| -5% | -$80.2K | ﹤0.01% | 2047 |
|
|
2024
Q3 | $1.89M | Buy |
74,786
+6,488
| +9% | +$164K | ﹤0.01% | 1846 |
|
|
2024
Q2 | $1.78M | Sell |
68,298
-1,903
| -3% | -$49.7K | ﹤0.01% | 1866 |
|
|
2024
Q1 | $1.75M | Buy |
70,201
+24,968
| +55% | +$623K | ﹤0.01% | 1866 |
|
|
2023
Q4 | $1.07M | Sell |
45,233
-7,074
| -14% | -$168K | ﹤0.01% | 2128 |
|
|
2023
Q3 | $1.2M | Buy |
52,307
+7,519
| +17% | +$172K | ﹤0.01% | 1948 |
|
|
2023
Q2 | $883K | Buy |
44,788
+11,714
| +35% | +$231K | ﹤0.01% | 2192 |
|
|
2023
Q1 | $588 | Buy |
33,074
+2,496
| +8% | +$44 | ﹤0.01% | 2409 |
|
|
2022
Q4 | $522K | Buy |
30,578
+7,449
| +32% | +$127K | ﹤0.01% | 2432 |
|
|
2022
Q3 | $391K | Buy |
23,129
+3,396
| +17% | +$57.4K | ﹤0.01% | 2607 |
|
|
2022
Q2 | $363K | Buy |
19,733
+3,195
| +19% | +$58.8K | ﹤0.01% | 2660 |
|
|
2022
Q1 | $392K | Buy |
16,538
+2,169
| +15% | +$51.4K | ﹤0.01% | 2732 |
|
|
2021
Q4 | $363K | Buy |
14,369
+461
| +3% | +$11.6K | ﹤0.01% | 2802 |
|
|
2021
Q3 | $350K | Buy |
13,908
+252
| +2% | +$6.34K | ﹤0.01% | 2772 |
|
|
2021
Q2 | $317K | Sell |
13,656
-178
| -1% | -$4.13K | ﹤0.01% | 2841 |
|
|
2021
Q1 | $306K | Sell |
13,834
-2,350
| -15% | -$52K | ﹤0.01% | 2742 |
|
|
2020
Q4 | $287K | Buy |
+16,184
| New | +$287K | ﹤0.01% | 2622 |
|