Sanders Morris Harris’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 | $29.9M | Sell |
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|
2025
Q2 | $30.6M | Sell |
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|
2025
Q1 | $32M | Buy |
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|
2024
Q4 | $17.6M | Buy |
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|
2024
Q3 | $16.1M | Sell |
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|
2024
Q2 | $16.7M | Sell |
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|
2024
Q1 | $16.1M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $15.3M | Sell |
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|
2023
Q2 | $13.8M | Sell |
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|
2023
Q1 | $12.9M | Buy |
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|
2022
Q4 | $12.3M | Buy |
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|
2022
Q3 | $12.1M | Buy |
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|
2022
Q2 | $13.2M | Sell |
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|
2022
Q1 | $17.5M | Sell |
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|
2021
Q4 | $18.7M | Sell |
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|
2021
Q3 | $18.8M | Sell |
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|
2021
Q2 | $17.5M | Sell |
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|
2021
Q1 | $18.2M | Sell |
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|
2020
Q4 | $15.4M | Buy |
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|
2020
Q3 | $11.8M | Sell |
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|
2020
Q2 | $11.9M | Buy |
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|
2020
Q1 | $9K | Sell |
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|
2019
Q4 | $19.2M | Buy |
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|
2019
Q3 | $18.9M | Sell |
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|
2019
Q2 | $18.6M | Sell |
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|
2019
Q1 | $19.2M | Buy |
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|
2018
Q4 | $15.8M | Buy |
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|
2018
Q3 | $1.12M | Buy |
|