Dearborn Partners’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 | $348K | Sell |
15,787
-2,637
| -14% | -$58.1K | 0.02% | 204 |
|
|
2025
Q1 | $411K | Sell |
18,424
-531
| -3% | -$11.9K | 0.02% | 184 |
|
|
2024
Q4 | $414K | Sell |
18,955
-726
| -4% | -$15.8K | 0.02% | 189 |
|
|
2024
Q3 | $498K | Buy |
19,681
+1,457
| +8% | +$36.8K | 0.02% | 175 |
|
|
2024
Q2 | $475K | Buy |
18,224
+1,741
| +11% | +$45.4K | 0.02% | 169 |
|
|
2024
Q1 | $411K | Buy |
+16,483
| New | +$411K | 0.02% | 181 |
|