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Northeast Financial Consultants’s Capital Southwest CSWC Stock Holding History

Northeast Financial Consultants’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,867
Closed -$488K – 300
2025
Q1 		$488K Buy
+21,867
New +$494K 0.02% 201

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UBS Group
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Two Sigma Investments
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SIS
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Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
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TA
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Northeast Financial Consultants's CSWC Position: Q2 2025 in Review

Northeast Financial Consultants sold out of Capital Southwest (CSWC) in Q2 2025, closing a stake of 21,867 shares — an estimated $488K sold.

Northeast Financial Consultants first reported a position in CSWC in Q1 2025 and held it in 1 quarter. The position peaked at $488K in Q1 2025. 177 funds tracked by Wall St. Rank hold CSWC as of Q2 2025.

  • Northeast Financial Consultants reported no remaining Capital Southwest position as of Q2 2025 after selling out during the quarter.
  • Northeast Financial Consultants sold 21,867 Capital Southwest shares in Q2 2025, an estimated $488K.
  • Northeast Financial Consultants first reported a position in Capital Southwest in Q1 2025 and held it in 1 quarter.
  • Northeast Financial Consultants's Capital Southwest position peaked at $488K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.