HFG Advisors’s Capital Southwest CSWC Stock Holding History

HFG 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
2024 Q4	–	Sell	-11,100	Closed	-$281K	–	97
2024 Q3	$281K	Buy	+11,100	New	+$281K	0.25%	72

Other funds holding CSWC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

HFG Advisors's CSWC Position: Q4 2024 in Review

HFG Advisors sold out of Capital Southwest (CSWC) in Q4 2024, closing a stake of 11,100 shares — an estimated $281K sold.

HFG Advisors first reported a position in CSWC in Q3 2024 and held it in 1 quarter. The position peaked at $281K in Q3 2024. 160 funds tracked by Wall St. Rank hold CSWC as of Q4 2024.

HFG Advisors reported no remaining Capital Southwest position as of Q4 2024 after selling out during the quarter.
HFG Advisors sold 11,100 Capital Southwest shares in Q4 2024, an estimated $281K.
HFG Advisors first reported a position in Capital Southwest in Q3 2024 and held it in 1 quarter.
HFG Advisors's Capital Southwest position peaked at $281K in Q3 2024.
160 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2024.

Based on HFG Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.