De Lisle Partners’s Carriage Services CSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.6M	Buy	209,777 +25,676	+14%	+$1.18M	1.35%	16
2025 Q1	$7.15M	Buy	184,101 +60,030	+48%	+$2.33M	1.19%	20
2024 Q4	$4.96M	Buy	+124,071	New	+$4.96M	0.73%	36