Concurrent Investment Advisors’s Capital Southwest CSWC Stock Holding History

Concurrent Investment Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$302K	Sell
2024 Q3	$400K	Sell
2024 Q2	$453K	Buy
2024 Q1	$218K	Buy