Capital Southwest Corporation shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Capital Southwest Corporation
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Quarterly reported holdings in Capital Southwest Corporation by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 47k | 21.86 |
| 2025-06-30 | $1.0M | 46k | 22.04 |
| 2025-03-31 | $1.0M | 47k | 22.32 |
| 2024-12-31 | $975k | 45k | 21.82 |
| 2024-09-30 | $1.1M | 42k | 25.29 |
| 2024-06-30 | $1.1M | 41k | 26.09 |
| 2024-03-31 | $1.1M | 44k | 24.96 |
| 2023-12-31 | $1.0M | 44k | 23.70 |
| 2023-09-30 | $908k | 40k | 22.90 |
| 2023-06-30 | $696k | 35k | 19.72 |
| 2023-03-31 | $664k | 37k | 17.78 |
| 2022-12-31 | $595k | 35k | 17.10 |
| 2022-09-30 | $629k | 37k | 16.94 |
| 2022-06-30 | $620k | 34k | 18.43 |
| 2022-03-31 | $753k | 32k | 23.73 |
| 2021-12-31 | $821k | 33k | 25.28 |
| 2021-09-30 | $797k | 32k | 25.17 |
| 2021-06-30 | $355k | 15k | 23.22 |
| 2021-03-31 | $249k | 11k | 22.20 |
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