Raymond James Financial
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Raymond James Financial’s Capital Southwest CSWC Stock Holding History

Raymond James Financial’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.32M Sell
286,597
-14,003
-5% -$309K ﹤0.01% 2208
2025
Q1 		$6.71M Buy
300,600
+105,845
+54% +$2.36M ﹤0.01% 2122
2024
Q4 		$4.25M Buy
+194,755
New +$4.25M ﹤0.01% 2424