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 |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $896K | Buy |
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|
2022
Q2 | $936K | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $2.64M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $959K | Buy |
|