A detailed history of Legacy Capital Wealth Partners, LLC transactions in Capital Southwest Corp stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 68,019 shares of CSWC stock, worth $1.7 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
68,019
Holding current value
$1.7 Million
% of portfolio
0.47%

Shares

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

Aug 01, 2024

BUY
$24.39 - $27.2 $1.66 Million - $1.85 Million
68,019 New
68,019 $1.77 Million
Q4 2023

Feb 05, 2024

SELL
$20.81 - $24.12 $118,471 - $137,315
-5,693 Reduced 7.7%
68,284 $1.62 Million
Q3 2023

Oct 16, 2023

BUY
$19.83 - $23.05 $1.47 Million - $1.71 Million
73,977 New
73,977 $1.69 Million
Q1 2023

May 10, 2023

BUY
$16.89 - $20.03 $80,463 - $95,422
4,764 Added 7.64%
67,130 $1.19 Million
Q4 2022

Feb 09, 2023

BUY
$16.73 - $19.68 $158,416 - $186,349
9,469 Added 17.9%
62,366 $1.07 Million
Q3 2022

Nov 14, 2022

BUY
$16.79 - $20.99 $35,023 - $43,785
2,086 Added 4.11%
52,897 $896,000
Q2 2022

Aug 12, 2022

BUY
$17.99 - $24.07 $16,406 - $21,951
912 Added 1.83%
50,811 $936,000
Q1 2022

May 16, 2022

BUY
$23.08 - $26.35 $2,746 - $3,135
119 Added 0.24%
49,899 $1.18 Million
Q4 2021

Feb 14, 2022

BUY
$24.23 - $28.34 $41,845 - $48,943
1,727 Added 3.59%
49,780 $1.26 Million
Q3 2021

Nov 15, 2021

BUY
$24.87 - $27.69 $1.2 Million - $1.33 Million
48,053 New
48,053 $2.64 Million
Q2 2021

Aug 13, 2021

SELL
$22.41 - $27.87 $1.21 Million - $1.51 Million
-54,138 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$17.63 - $22.46 $1,657 - $2,111
94 Added 0.17%
54,138 $1.2 Million
Q4 2020

Feb 16, 2021

BUY
$12.94 - $17.75 $699,329 - $959,281
54,044 New
54,044 $959,000

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 $688M
  • 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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