Farther Finance Advisors’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 | $81.5K | Buy |
3,698
+3,281
| +787% | +$72.3K | ﹤0.01% | 1858 |
|
|
2025
Q1 | $9.36K | Buy |
417
+398
| +2,095% | +$8.93K | ﹤0.01% | 2768 |
|
|
2024
Q4 | $415 | Hold |
19
| – | – | ﹤0.01% | 3474 |
|
|
2024
Q3 | $481 | Buy |
+19
| New | +$481 | ﹤0.01% | 3437 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$428 | – | 2367 |
|
|
2022
Q4 | $428 | Buy |
+25
| New | +$428 | ﹤0.01% | 1862 |
|