First Dallas Securities’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 | $1.84M | Buy |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $444K | Hold |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $282K | Buy |
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