Raymond James Financial Services Advisors’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.25M | Buy |
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|
2024
Q2 | $2.99M | Sell |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $2.38M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $191K | Buy |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $288K | Buy |
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