RJFSA
Raymond James Financial Services Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.25M | Buy |
128,650
+14,025
| +12% | +$355K | ﹤0.01% | 1467 |
|
|
2024
Q2 | $2.99M | Sell |
114,625
-3,295
| -3% | -$86K | ﹤0.01% | 1442 |
|
|
2024
Q1 | $2.94M | Buy |
117,920
+2,826
| +2% | +$70.5K | ﹤0.01% | 1437 |
|
|
2023
Q4 | $2.73M | Buy |
115,094
+11,359
| +11% | +$269K | ﹤0.01% | 1401 |
|
|
2023
Q3 | $2.38M | Buy |
103,735
+41,993
| +68% | +$962K | ﹤0.01% | 1408 |
|
|
2023
Q2 | $1.22M | Buy |
+61,742
| New | +$1.22M | ﹤0.01% | 1800 |
|
|
2023
Q1 | – | Sell |
-11,177
| Closed | -$191K | – | 3266 |
|
|
2022
Q4 | $191K | Buy |
11,177
+258
| +2% | +$4.41K | ﹤0.01% | 2875 |
|
|
2022
Q3 | $185K | Sell |
10,919
-17
| -0.2% | -$288 | ﹤0.01% | 2871 |
|
|
2022
Q2 | $201K | Buy |
10,936
+200
| +2% | +$3.68K | ﹤0.01% | 2858 |
|
|
2022
Q1 | $255K | Sell |
10,736
-675
| -6% | -$16K | ﹤0.01% | 2826 |
|
|
2021
Q4 | $288K | Buy |
+11,411
| New | +$288K | ﹤0.01% | 2733 |
|