Commonwealth Equity Services’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Sell |
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|
2025
Q4 | $2.05M | Sell |
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|
2025
Q3 | $2.05M | Buy |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $883K | Buy |
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|
2023
Q1 | $588 | Buy |
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|
2022
Q4 | $522K | Buy |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $363K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $287K | Buy |
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