Focus Partners Wealth
CSWC icon

Focus Partners Wealth’s Capital Southwest CSWC Stock Holding History

Focus Partners Wealth’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 		$242K Buy
+10,960
New +$248K ﹤0.01% 2303
2025
Q4 		– Sell
-10,772
Closed -$235K – 2697
2025
Q3 		$235K Buy
10,772
+1,500
+16% +$34.1K ﹤0.01% 1967
2025
Q2 		$204K Sell
9,272
-170
-2% -$3.5K ﹤0.01% 1866
2025
Q1 		$211K Sell
9,442
-22
-0.2% -$497 ﹤0.01% 1731
2024
Q4 		$207K Buy
9,464
+585
+7% +$13.8K ﹤0.01% 1724
2024
Q3 		$225K Hold
8,879
– – ﹤0.01% 1422
2024
Q2 		$232K Hold
8,879
– – ﹤0.01% 1129
2024
Q1 		$222K Sell
8,879
-250
-3% -$6.1K ﹤0.01% 906
2023
Q4 		$216K Buy
+9,129
New +$204K ﹤0.01% 739

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