LCWP
Legacy Capital Wealth Partners’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
59,024
-1,214
| -2% | -$26.8K | 0.3% | 68 |
|
|
2025
Q1 | $1.34M | Sell |
60,238
-2,064
| -3% | -$46.1K | 0.33% | 60 |
|
|
2024
Q4 | $1.36M | Sell |
62,302
-2,862
| -4% | -$62.4K | 0.34% | 59 |
|
|
2024
Q3 | $1.65M | Sell |
65,164
-2,855
| -4% | -$72.2K | 0.33% | 59 |
|
|
2024
Q2 | $1.77M | Buy |
+68,019
| New | +$1.77M | 0.45% | 37 |
|
|
2024
Q1 | – | Sell |
-68,284
| Closed | -$1.62M | – | 165 |
|
|
2023
Q4 | $1.62M | Sell |
68,284
-5,693
| -8% | -$135K | 0.46% | 44 |
|
|
2023
Q3 | $1.69M | Buy |
+73,977
| New | +$1.69M | 0.46% | 41 |
|
|
2023
Q2 | – | Sell |
-67,130
| Closed | -$1.19M | – | 84 |
|
|
2023
Q1 | $1.19M | Buy |
67,130
+4,764
| +8% | +$84.7K | 0.33% | 61 |
|
|
2022
Q4 | $1.07M | Buy |
62,366
+9,469
| +18% | +$162K | 0.51% | 38 |
|
|
2022
Q3 | $896K | Buy |
52,897
+2,086
| +4% | +$35.3K | 0.48% | 38 |
|
|
2022
Q2 | $936K | Buy |
50,811
+912
| +2% | +$16.8K | 0.47% | 39 |
|
|
2022
Q1 | $1.18M | Buy |
49,899
+119
| +0.2% | +$2.82K | 0.51% | 36 |
|
|
2021
Q4 | $1.26M | Buy |
49,780
+1,727
| +4% | +$43.6K | 0.52% | 31 |
|
|
2021
Q3 | $2.64M | Buy |
+48,053
| New | +$2.64M | 1.03% | 24 |
|
|
2021
Q2 | – | Sell |
-54,138
| Closed | -$1.2M | – | 33 |
|
|
2021
Q1 | $1.2M | Buy |
54,138
+94
| +0.2% | +$2.08K | 0.5% | 29 |
|
|
2020
Q4 | $959K | Buy |
+54,044
| New | +$959K | 0.41% | 36 |
|