LPL Financial’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
205,640
+7,962
| +4% | +$175K | ﹤0.01% | 2387 |
|
|
2025
Q1 | $4.41M | Buy |
197,678
+28,624
| +17% | +$639K | ﹤0.01% | 2247 |
|
|
2024
Q4 | $3.69M | Sell |
169,054
-22,942
| -12% | -$501K | ﹤0.01% | 2309 |
|
|
2024
Q3 | $4.86M | Buy |
191,996
+10,985
| +6% | +$278K | ﹤0.01% | 2013 |
|
|
2024
Q2 | $4.72M | Buy |
181,011
+27,511
| +18% | +$718K | ﹤0.01% | 1896 |
|
|
2024
Q1 | $3.83M | Buy |
153,500
+8,104
| +6% | +$202K | ﹤0.01% | 1979 |
|
|
2023
Q4 | $3.45M | Buy |
145,396
+16,290
| +13% | +$386K | ﹤0.01% | 1945 |
|
|
2023
Q3 | $2.96M | Buy |
129,106
+10,816
| +9% | +$248K | ﹤0.01% | 1965 |
|
|
2023
Q2 | $2.33M | Buy |
118,290
+3,780
| +3% | +$74.5K | ﹤0.01% | 2108 |
|
|
2023
Q1 | $2.04M | Buy |
114,510
+10,292
| +10% | +$183K | ﹤0.01% | 2124 |
|
|
2022
Q4 | $1.78M | Buy |
104,218
+20,905
| +25% | +$357K | ﹤0.01% | 2150 |
|
|
2022
Q3 | $1.41M | Sell |
83,313
-2,071
| -2% | -$35.1K | ﹤0.01% | 2255 |
|
|
2022
Q2 | $1.57M | Buy |
85,384
+31,601
| +59% | +$582K | ﹤0.01% | 2212 |
|
|
2022
Q1 | $1.28M | Buy |
53,783
+10,872
| +25% | +$258K | ﹤0.01% | 2408 |
|
|
2021
Q4 | $1.09M | Buy |
42,911
+7,204
| +20% | +$182K | ﹤0.01% | 2576 |
|
|
2021
Q3 | $899K | Sell |
35,707
-6,063
| -15% | -$153K | ﹤0.01% | 2688 |
|
|
2021
Q2 | $970K | Buy |
41,770
+5,407
| +15% | +$126K | ﹤0.01% | 2583 |
|
|
2021
Q1 | $806K | Buy |
36,363
+1,540
| +4% | +$34.1K | ﹤0.01% | 2587 |
|
|
2020
Q4 | $618K | Buy |
34,823
+4,554
| +15% | +$80.8K | ﹤0.01% | 2561 |
|
|
2020
Q3 | $425K | Buy |
30,269
+14,383
| +91% | +$202K | ﹤0.01% | 2593 |
|
|
2020
Q2 | $214K | Buy |
15,886
+1,747
| +12% | +$23.5K | ﹤0.01% | 3060 |
|
|
2020
Q1 | $161K | Sell |
14,139
-3,220
| -19% | -$36.7K | ﹤0.01% | 2868 |
|
|
2019
Q4 | $361K | Buy |
+17,359
| New | +$361K | ﹤0.01% | 2621 |
|