CAPITAL SOUTHWEST CORP

Ticker: CSWC CUSIP: 140501107 Class: CEF

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 9,114 Value ($000) $201 Avg Close $18.64 Range $15.72 - $20.61
Q4 2024
Shares 5,000 Value ($000) $109 Avg Close $20.09 Range $18.07 - $22.00
Q3 2024
Shares 11,161 Value ($000) $282 Avg Close $21.07 Range $18.79 - $22.54
Q2 2024
Shares 10,709 Value ($000) $279 Avg Close $20.82 Range $19.46 - $21.99
Q1 2024
Shares 10,245 Value ($000) $256 Avg Close $19.29 Range $18.16 - $20.61
Q4 2023
Shares 9,895 Value ($000) $235 Avg Close $17.19 Range $15.88 - $19.13
Q1 2021
Shares 83,350 Value ($000) $1,847 Avg Close $11.63 Range $9.94 - $12.98
Q1 2020
Shares 122,572 Value ($000) $1,400 Avg Close $8.93 Range $3.78 - $10.65
Q4 2019
Shares 129,391 Value ($000) $2,693 Avg Close $10.09 Range $9.54 - $10.48
Q3 2019
Shares 129,074 Value ($000) $2,814 Avg Close $9.80 Range $9.31 - $10.37
Q2 2019
Shares 18,675 Value ($000) $391 Avg Close $9.65 Range $9.37 - $9.95
Q1 2019
Shares 20,550 Value ($000) $432 Avg Close $9.26 Range $8.25 - $9.78
Q4 2018
Shares 20,550 Value ($000) $395 Avg Close $8.20 Range $7.45 - $10.24
Q4 2016
Shares 500 Value ($000) $8 Avg Close $5.33 Range $4.94 - $6.09