Samalin Investment Counsel’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
Q3
$572K Buy
2025
Q2
$570K Buy
2025
Q1
$535K Buy
2024
Q4
$495K Buy
2024
Q3
$518K Buy
2024
Q2
$477K Sell
2024
Q1
$460K Buy
2023
Q4
$394K Buy
2023
Q3
$248K Buy