SS
Sunbelt Securities’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Sell |
37,229
-2,000
| -5% | -$43.6K | 0.07% | 239 |
|
|
2025
Q1 | $876K | Buy |
39,229
+2,014
| +5% | +$45K | 0.08% | 212 |
|
|
2024
Q4 | $811K | Buy |
37,215
+12,802
| +52% | +$279K | 0.07% | 240 |
|
|
2024
Q3 | $617K | Buy |
24,413
+12
| +0% | +$303 | 0.06% | 303 |
|
|
2024
Q2 | $637K | Buy |
24,401
+12
| +0% | +$313 | 0.07% | 280 |
|
|
2024
Q1 | $609K | Buy |
24,389
+4,958
| +26% | +$124K | 0.07% | 282 |
|
|
2023
Q4 | $461K | Buy |
19,431
+12
| +0.1% | +$284 | 0.06% | 325 |
|
|
2023
Q3 | $445K | Buy |
19,419
+11
| +0.1% | +$252 | 0.06% | 305 |
|
|
2023
Q2 | $383K | Buy |
19,408
+1,786
| +10% | +$35.2K | 0.06% | 339 |
|
|
2023
Q1 | $308K | Sell |
17,622
-939
| -5% | -$16.4K | 0.05% | 352 |
|
|
2022
Q4 | $317K | Buy |
18,561
+2,325
| +14% | +$39.8K | 0.06% | 335 |
|
|
2022
Q3 | $275K | Buy |
16,236
+5,249
| +48% | +$88.9K | 0.06% | 348 |
|
|
2022
Q2 | $202K | Sell |
10,987
-70
| -0.6% | -$1.29K | 0.04% | 412 |
|
|
2022
Q1 | $261K | Buy |
11,057
+2,000
| +22% | +$47.2K | 0.05% | 386 |
|
|
2021
Q4 | $233K | Buy |
+9,057
| New | +$233K | 0.04% | 417 |
|