Legacy Capital Wealth Partners’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
Q2
$1.3M Sell
2025
Q1
$1.34M Sell
2024
Q4
$1.36M Sell
2024
Q3
$1.65M Sell
2024
Q2
$1.77M Buy
2024
Q1
Sell
2023
Q4
$1.62M Sell
2023
Q3
$1.69M Buy
2023
Q2
Sell
2023
Q1
$1.19M Buy
2022
Q4
$1.07M Buy
2022
Q3
$896K Buy
2022
Q2
$936K Buy
2022
Q1
$1.18M Buy
2021
Q4
$1.26M Buy
2021
Q3
$2.64M Buy
2021
Q2
Sell
2021
Q1
$1.2M Buy
2020
Q4
$959K Buy