Mariner’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 | $624K | Buy |
28,314
+8,617
| +44% | +$190K | ﹤0.01% | 2165 |
|
|
2025
Q1 | $440K | Buy |
19,697
+4,783
| +32% | +$107K | ﹤0.01% | 2309 |
|
|
2024
Q4 | $325K | Sell |
14,914
-573
| -4% | -$12.5K | ﹤0.01% | 2556 |
|
|
2024
Q3 | $392K | Sell |
15,487
-1,115
| -7% | -$28.2K | ﹤0.01% | 2348 |
|
|
2024
Q2 | $433K | Buy |
16,602
+471
| +3% | +$12.3K | ﹤0.01% | 2159 |
|
|
2024
Q1 | $403K | Buy |
16,131
+310
| +2% | +$7.74K | ﹤0.01% | 2206 |
|
|
2023
Q4 | $375K | Buy |
15,821
+3,473
| +28% | +$82.3K | ﹤0.01% | 2154 |
|
|
2023
Q3 | $283K | Sell |
12,348
-317
| -3% | -$7.26K | ﹤0.01% | 2209 |
|
|
2023
Q2 | $250K | Sell |
12,665
-95
| -0.7% | -$1.87K | ﹤0.01% | 2267 |
|
|
2023
Q1 | $227K | Buy |
12,760
+940
| +8% | +$16.7K | ﹤0.01% | 2307 |
|
|
2022
Q4 | $202K | Sell |
11,820
-41
| -0.3% | -$701 | ﹤0.01% | 2356 |
|
|
2022
Q3 | $201K | Buy |
11,861
+42
| +0.4% | +$712 | ﹤0.01% | 2056 |
|
|
2022
Q2 | $218K | Hold |
11,819
| – | – | ﹤0.01% | 1353 |
|
|
2022
Q1 | $280K | Hold |
11,819
| – | – | ﹤0.01% | 1300 |
|
|
2021
Q4 | $299K | Sell |
11,819
-181
| -2% | -$4.58K | ﹤0.01% | 1103 |
|
|
2021
Q3 | $302K | Hold |
12,000
| – | – | ﹤0.01% | 938 |
|
|
2021
Q2 | $279K | Hold |
12,000
| – | – | ﹤0.01% | 878 |
|
|
2021
Q1 | $266K | Hold |
12,000
| – | – | ﹤0.01% | 828 |
|
|
2020
Q4 | $213K | Buy |
+12,000
| New | +$213K | ﹤0.01% | 776 |
|
|
2020
Q2 | – | Sell |
-16,871
| Closed | -$308K | – | 724 |
|
|
2020
Q1 | $308K | Buy |
+16,871
| New | +$308K | ﹤0.01% | 646 |
|