Harbor Capital 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
Sell
-403,826
Closed -$9.01M 1389
2025
Q1
$9.01M Buy
403,826
+4,939
+1% +$110K 0.41% 64
2024
Q4
$8.7M Buy
398,887
+11,240
+3% +$245K 0.38% 76
2024
Q3
$9.8M Buy
387,647
+230,513
+147% +$5.83M 0.43% 55
2024
Q2
$4.1M Buy
157,134
+115,051
+273% +$3M 0.31% 75
2024
Q1
$1.05M Buy
+42,083
New +$1.05M 0.14% 199