A detailed history of Kestra Advisory Services, LLC transactions in Capital Southwest Corp stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 42,385 shares of CSWC stock, worth $900,681. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,385
Previous 41,059 3.23%
Holding current value
$900,681
Previous $1.07 Million -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$23.56 - $27.07 $31,240 - $35,894
1,326 Added 3.23%
42,385 $1.07 Million
Q2 2024

Aug 14, 2024

SELL
$24.39 - $27.2 $68,413 - $76,296
-2,805 Reduced 6.39%
41,059 $1.07 Million
Q1 2024

May 15, 2024

BUY
$23.33 - $25.66 $6,532 - $7,184
280 Added 0.64%
43,864 $1.09 Million
Q4 2023

Feb 14, 2024

BUY
$20.81 - $24.12 $81,658 - $94,646
3,924 Added 9.89%
43,584 $1.03 Million
Q3 2023

Nov 09, 2023

BUY
$19.83 - $23.05 $86,240 - $100,244
4,349 Added 12.32%
39,660 $908,000
Q2 2023

Aug 11, 2023

SELL
$17.34 - $19.99 $35,044 - $40,399
-2,021 Reduced 5.41%
35,311 $696,000
Q1 2023

May 12, 2023

BUY
$16.89 - $20.03 $42,765 - $50,715
2,532 Added 7.28%
37,332 $663,000
Q4 2022

Jan 31, 2023

SELL
$16.73 - $19.68 $39,131 - $46,031
-2,339 Reduced 6.3%
34,800 $595,000
Q3 2022

Nov 01, 2022

BUY
$16.79 - $20.99 $58,798 - $73,506
3,502 Added 10.41%
37,139 $629 Million
Q2 2022

Aug 12, 2022

BUY
$17.99 - $24.07 $34,252 - $45,829
1,904 Added 6.0%
33,637 $620,000
Q1 2022

Apr 26, 2022

SELL
$23.08 - $26.35 $17,240 - $19,683
-747 Reduced 2.3%
31,733 $0
Q4 2021

Jan 20, 2022

BUY
$24.23 - $28.34 $19,844 - $23,210
819 Added 2.59%
32,480 $0
Q3 2021

Oct 19, 2021

BUY
$24.87 - $27.69 $407,171 - $453,340
16,372 Added 107.08%
31,661 $0
Q2 2021

Jul 28, 2021

BUY
$22.41 - $27.87 $91,231 - $113,458
4,071 Added 36.29%
15,289 $0
Q1 2021

May 10, 2021

BUY
$17.63 - $22.46 $197,773 - $251,956
11,218 New
11,218 $0

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 $585M
  • 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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