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Kestra Advisory Services, LLC → CSWC
Kestra Advisory Services, LLC CSWC Position History
Capital Southwest Corporation
Quarters held
12
Latest value
$8.9M
Q3 2026
Peak value
$8.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $3.7M |
| Q4 2025 | $983K |
| Q4 2025 | $4.1M |
| Q4 2025 | $718K |
| Q1 2026 | $1.3M |
| Q1 2026 | $6M |
| Q2 2026 | $1.5M |
| Q2 2026 | $6.9M |
| Q2 2026 | $4.3M |
| Q3 2026 | $1.6M |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 103.5K | — | — |
| Q3 2026 | $1.6M | 71.3K | — | — |
| Q2 2026 | $4.3M | 55.0K | — | — |
| Q2 2026 | $6.9M | 89.0K | — | — |
| Q2 2026 | $1.5M | 64.7K | — | — |
| Q1 2026 | $6M | 66.7K | — | — |
| Q1 2026 | $1.3M | 56.9K | — | — |
| Q4 2025 | $718K | 8.6K | — | — |
| Q4 2025 | $4.1M | 48.9K | — | — |
| Q4 2025 | $983K | 44.4K | — | — |
| Q3 2025 | $3.7M | 52.2K | — | — |
| Q3 2025 | $1M | 46.5K | — | — |