CAPITAL SOUTHWEST CORP

Ticker: CSWC CUSIP: 140501107 Class: CEF

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 129,848 Value ($000) $2,876 Avg Close $20.45 Range $18.48 - $21.90
Q3 2025
Shares 130,384 Value ($000) $2,850 Avg Close $21.41 Range $20.38 - $22.09
Q2 2025
Shares 118,196 Value ($000) $2,605 Avg Close $18.64 Range $15.72 - $20.61
Q1 2025
Shares 106,671 Value ($000) $2,381 Avg Close $19.85 Range $18.78 - $20.85
Q4 2024
Shares 101,234 Value ($000) $2,209 Avg Close $20.09 Range $18.07 - $22.00
Q3 2024
Shares 81,129 Value ($000) $2,052 Avg Close $21.07 Range $18.79 - $22.54
Q2 2024
Shares 67,403 Value ($000) $1,759 Avg Close $20.82 Range $19.46 - $21.99
Q1 2024
Shares 65,453 Value ($000) $1,634 Avg Close $19.29 Range $18.16 - $20.61
Q4 2023
Shares 54,558 Value ($000) $1,326 Avg Close $17.19 Range $15.88 - $19.13