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IFP Advisors’s Capital Southwest CSWC Stock Holding History

IFP 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
2025
Q3 		– Sell
-475
Closed -$10.5K – 4855
2025
Q2 		$10.5K Buy
+475
New +$9.78K ﹤0.01% 2886
2025
Q1 		– Sell
-650
Closed -$14.2K – 4385
2024
Q4 		$14.2K Hold
650
– – ﹤0.01% 2403
2024
Q3 		$16.4K Buy
+650
New +$16.5K ﹤0.01% 2225
2017
Q4 		– Sell
-3,156
Closed -$54K – 3848
2017
Q3 		$54K Hold
3,156
– – ﹤0.01% 1944
2017
Q2 		$51K Buy
+3,156
New +$50.9K ﹤0.01% 1957

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UBP
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SMH
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UBS Group
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SIS
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MW
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BlackRock
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ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return