LIA
LBMC Investment Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Hold |
18,250
| – | – | 0.03% | 136 |
|
|
2025
Q1 | $407K | Hold |
18,250
| – | – | 0.03% | 129 |
|
|
2024
Q4 | $398K | Hold |
18,250
| – | – | 0.03% | 131 |
|
|
2024
Q3 | $462K | Hold |
18,250
| – | – | 0.04% | 117 |
|
|
2024
Q2 | $476K | Buy |
+18,250
| New | +$476K | 0.04% | 109 |
|