FFA
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Farther Finance Advisors’s Capital Southwest CSWC Stock Holding History

Farther Finance 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
2026
Q1 		$59.3K Sell
2,702
-2,616
-49% -$59.2K ﹤0.01% 2873
2025
Q4 		$118K Buy
5,318
+43
+0.8% +$908 ﹤0.01% 2236
2025
Q3 		$115K Buy
5,275
+1,577
+43% +$35.9K ﹤0.01% 1954
2025
Q2 		$81.5K Buy
3,698
+3,281
+787% +$67.6K ﹤0.01% 1863
2025
Q1 		$9.36K Buy
417
+398
+2,095% +$8.99K ﹤0.01% 2769
2024
Q4 		$415 Hold
19
– – ﹤0.01% 3475
2024
Q3 		$481 Buy
+19
New +$481 ﹤0.01% 3441
2023
Q1 		– Sell
-25
Closed -$428 – 2366
2022
Q4 		$428 Buy
+25
New +$447 ﹤0.01% 1862

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EF
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EF
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MW
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