Confluence Investment Management’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
Q3 | $1.89M | Sell |
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|
2025
Q2 | $2.25M | Buy |
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|
2025
Q1 | $2.27M | Buy |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $2.49M | Buy |
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|
2024
Q2 | $2.54M | Buy |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $1.99M | Buy |
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|
2022
Q1 | $2.55M | Buy |
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|
2021
Q4 | $2.71M | Buy |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $2.47M | Buy |
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|
2021
Q1 | $2.35M | Sell |
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|
2020
Q4 | $2.35M | Buy |
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|
2020
Q3 | $920K | Buy |
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|
2020
Q2 | $880K | Sell |
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|
2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $2.42M | Sell |
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|
2019
Q3 | $2.55M | Buy |
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|
2019
Q2 | $2.42M | Buy |
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|
2019
Q1 | $2.43M | Buy |
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|
2018
Q4 | $2.19M | Buy |
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