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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.13M | Buy |
231,713
+16,933
| +8% | +$383K | ﹤0.01% | 2600 |
|
|
2025
Q4 | $4.76M | Buy |
214,780
+20,045
| +10% | +$423K | ﹤0.01% | 2575 |
|
|
2025
Q3 | $4.26M | Sell |
194,735
-10,905
| -5% | -$248K | ﹤0.01% | 2616 |
|
|
2025
Q2 | $4.53M | Buy |
205,640
+7,962
| +4% | +$164K | ﹤0.01% | 2397 |
|
|
2025
Q1 | $4.41M | Buy |
197,678
+28,624
| +17% | +$646K | ﹤0.01% | 2253 |
|
|
2024
Q4 | $3.69M | Sell |
169,054
-22,942
| -12% | -$540K | ﹤0.01% | 2318 |
|
|
2024
Q3 | $4.86M | Buy |
191,996
+10,985
| +6% | +$278K | ﹤0.01% | 2021 |
|
|
2024
Q2 | $4.72M | Buy |
181,011
+27,511
| +18% | +$706K | ﹤0.01% | 1904 |
|
|
2024
Q1 | $3.83M | Buy |
153,500
+8,104
| +6% | +$198K | ﹤0.01% | 1990 |
|
|
2023
Q4 | $3.45M | Buy |
145,396
+16,290
| +13% | +$363K | ﹤0.01% | 1955 |
|
|
2023
Q3 | $2.96M | Buy |
129,106
+10,816
| +9% | +$234K | ﹤0.01% | 1971 |
|
|
2023
Q2 | $2.33M | Buy |
118,290
+3,780
| +3% | +$69.6K | ﹤0.01% | 2113 |
|
|
2023
Q1 | $2.04M | Buy |
114,510
+10,292
| +10% | +$189K | ﹤0.01% | 2127 |
|
|
2022
Q4 | $1.78M | Buy |
104,218
+20,905
| +25% | +$374K | ﹤0.01% | 2152 |
|
|
2022
Q3 | $1.41M | Sell |
83,313
-2,071
| -2% | -$39.9K | ﹤0.01% | 2258 |
|
|
2022
Q2 | $1.57M | Buy |
85,384
+31,601
| +59% | +$696K | ﹤0.01% | 2217 |
|
|
2022
Q1 | $1.28M | Buy |
53,783
+10,872
| +25% | +$266K | ﹤0.01% | 2414 |
|
|
2021
Q4 | $1.08M | Buy |
42,911
+7,204
| +20% | +$192K | ﹤0.01% | 2585 |
|
|
2021
Q3 | $899K | Sell |
35,707
-6,063
| -15% | -$158K | ﹤0.01% | 2701 |
|
|
2021
Q2 | $970K | Buy |
41,770
+5,407
| +15% | +$134K | ﹤0.01% | 2589 |
|
|
2021
Q1 | $806K | Buy |
36,363
+1,540
| +4% | +$31.4K | ﹤0.01% | 2595 |
|
|
2020
Q4 | $618K | Buy |
34,823
+4,554
| +15% | +$71.6K | ﹤0.01% | 2567 |
|
|
2020
Q3 | $425K | Buy |
30,269
+14,383
| +91% | +$202K | ﹤0.01% | 2606 |
|
|
2020
Q2 | $214K | Buy |
15,886
+1,747
| +12% | +$22.6K | ﹤0.01% | 3085 |
|
|
2020
Q1 | $161K | Sell |
14,139
-3,220
| -19% | -$58.3K | ﹤0.01% | 2877 |
|
|
2019
Q4 | $361K | Buy |
+17,359
| New | +$376K | ﹤0.01% | 2629 |
|
Other funds holding CSWC
SMH
SIS
EF
EF
MW
