Larson Financial Group’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 1439 |
|
|
2025
Q1 | $22.3K | Hold |
1,000
| – | – | ﹤0.01% | 1307 |
|
|
2024
Q4 | $21.8K | Hold |
1,000
| – | – | ﹤0.01% | 1178 |
|
|
2024
Q3 | $25.3K | Hold |
1,000
| – | – | ﹤0.01% | 1111 |
|
|
2024
Q2 | $26.1K | Sell |
1,000
-1,017
| -50% | -$26.5K | ﹤0.01% | 979 |
|
|
2024
Q1 | $50.3K | Buy |
2,017
+1,017
| +102% | +$25.4K | ﹤0.01% | 687 |
|
|
2023
Q4 | $23.7K | Buy |
+1,000
| New | +$23.7K | ﹤0.01% | 810 |
|