Samalin Investment Counsel’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
25,864
+1,909
| +8% | +$42.1K | 0.22% | 142 |
|
|
2025
Q1 | $535K | Buy |
23,955
+1,251
| +6% | +$27.9K | 0.22% | 144 |
|
|
2024
Q4 | $495K | Buy |
22,704
+2,228
| +11% | +$48.6K | 0.21% | 151 |
|
|
2024
Q3 | $518K | Buy |
20,476
+2,185
| +12% | +$55.3K | 0.23% | 146 |
|
|
2024
Q2 | $477K | Sell |
18,291
-144
| -0.8% | -$3.76K | 0.22% | 147 |
|
|
2024
Q1 | $460K | Buy |
18,435
+1,805
| +11% | +$45.1K | 0.22% | 154 |
|
|
2023
Q4 | $394K | Buy |
16,630
+5,782
| +53% | +$137K | 0.2% | 175 |
|
|
2023
Q3 | $248K | Buy |
+10,848
| New | +$248K | 0.14% | 203 |
|