A detailed history of Creative Planning transactions in Capital Southwest Corp stock. As of the latest transaction made, Creative Planning holds 10,709 shares of CSWC stock, worth $273,079. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,709
Previous 10,245 4.53%
Holding current value
$273,079
Previous $255,000 9.41%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$24.39 - $27.2 $11,316 - $12,620
464 Added 4.53%
10,709 $279,000
Q1 2024

May 10, 2024

BUY
$23.33 - $25.66 $8,165 - $8,981
350 Added 3.54%
10,245 $255,000
Q4 2023

Feb 14, 2024

BUY
$20.81 - $24.12 $205,914 - $238,667
9,895 New
9,895 $234,000
Q2 2021

Aug 04, 2021

SELL
$22.41 - $27.87 $1.87 Million - $2.32 Million
-83,350 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$17.63 - $22.46 $1.47 Million - $1.87 Million
83,350 New
83,350 $1.85 Million
Q2 2020

Jul 23, 2020

SELL
$9.0 - $15.86 $1.1 Million - $1.94 Million
-122,572 Closed
0 $0
Q1 2020

May 05, 2020

SELL
$8.03 - $21.55 $54,756 - $146,949
-6,819 Reduced 5.27%
122,572 $1.4 Million
Q4 2019

Jan 30, 2020

BUY
$20.74 - $22.41 $6,574 - $7,103
317 Added 0.25%
129,391 $2.69 Million
Q3 2019

Nov 01, 2019

BUY
$20.63 - $22.87 $2.28 Million - $2.52 Million
110,399 Added 591.16%
129,074 $2.81 Million
Q2 2019

Jul 26, 2019

SELL
$20.95 - $22.37 $39,281 - $41,943
-1,875 Reduced 9.12%
18,675 $391,000
Q4 2018

Feb 01, 2019

BUY
$17.33 - $20.92 $356,131 - $429,906
20,550 New
20,550 $395,000

Others Institutions Holding CSWC

About CAPITAL SOUTHWEST CORP


  • Ticker CSWC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 27,530,600
  • Market Cap $702M
  • Description
  • Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. It does not invest in startups, publicly traded companies, ...
More about CSWC
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