LPL Financial’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
Q3 | $4.26M | Sell |
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|
2025
Q2 | $4.53M | Buy |
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|
2025
Q1 | $4.41M | Buy |
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|
2024
Q4 | $3.69M | Sell |
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|
2024
Q3 | $4.86M | Buy |
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|
2024
Q2 | $4.72M | Buy |
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|
2024
Q1 | $3.83M | Buy |
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|
2023
Q4 | $3.45M | Buy |
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|
2023
Q3 | $2.96M | Buy |
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|
2023
Q2 | $2.33M | Buy |
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|
2023
Q1 | $2.04M | Buy |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $899K | Sell |
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|
2021
Q2 | $970K | Buy |
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|
2021
Q1 | $806K | Buy |
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|
2020
Q4 | $618K | Buy |
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|
2020
Q3 | $425K | Buy |
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|
2020
Q2 | $214K | Buy |
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|
2020
Q1 | $161K | Sell |
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|
2019
Q4 | $361K | Buy |
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