Toth Financial Advisory’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.3K | Hold |
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|
2025
Q4 | $13.3K | Hold |
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|
2025
Q3 | $13.1K | Hold |
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|
2025
Q2 | $13.2K | Sell |
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|
2025
Q1 | $15K | Hold |
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|
2024
Q4 | $14.6K | Buy |
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|
2024
Q3 | $15.2K | Hold |
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|
2024
Q2 | $15.7K | Hold |
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|
2024
Q1 | $15K | Hold |
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|
2023
Q4 | $14.2K | Hold |
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|
2023
Q3 | $13.7K | Hold |
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|
2023
Q2 | $11.8K | Hold |
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|
2023
Q1 | $10.7K | Hold |
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|
2022
Q4 | $10.3K | Hold |
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|
2022
Q3 | $10K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $6K | Buy |
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