Toth Financial Advisory’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 | $13.2K | Sell |
600
-70
| -10% | -$1.54K | ﹤0.01% | 459 |
|
|
2025
Q1 | $15K | Hold |
670
| – | – | ﹤0.01% | 421 |
|
|
2024
Q4 | $14.6K | Buy |
670
+70
| +12% | +$1.53K | ﹤0.01% | 427 |
|
|
2024
Q3 | $15.2K | Hold |
600
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $15.7K | Hold |
600
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 413 |
|
|
2023
Q4 | $14.2K | Hold |
600
| – | – | ﹤0.01% | 419 |
|
|
2023
Q3 | $13.7K | Hold |
600
| – | – | ﹤0.01% | 413 |
|
|
2023
Q2 | $11.8K | Hold |
600
| – | – | ﹤0.01% | 445 |
|
|
2023
Q1 | $10.7K | Hold |
600
| – | – | ﹤0.01% | 447 |
|
|
2022
Q4 | $10.3K | Hold |
600
| – | – | ﹤0.01% | 440 |
|
|
2022
Q3 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 450 |
|
|
2020
Q4 | – | Sell |
-300
| Closed | -$4K | – | 594 |
|
|
2020
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 432 |
|
|
2020
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 410 |
|
|
2020
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 351 |
|
|
2019
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 336 |
|
|
2019
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 329 |
|
|
2019
Q2 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 349 |
|