Oppenheimer & Co’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
Q2 | – | Sell |
|
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|
2025
Q1 | $334K | Sell |
|
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|
2024
Q4 | $326K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $998K | Sell |
|
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|
2024
Q1 | $996K | Sell |
|
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|
2023
Q4 | $964K | Buy |
|
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|
2023
Q3 | $723K | Buy |
|
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|
2023
Q2 | $337K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $300K | Buy |
|
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|
2021
Q2 | $220K | Buy |
|