LBMC Investment Advisors’s Capital Southwest CSWC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$399K Hold
2025
Q2
$402K Hold
2025
Q1
$407K Hold
2024
Q4
$398K Hold
2024
Q3
$462K Hold
2024
Q2
$476K Buy