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Godfrey Financial Associates’s Carriage Services CSV Stock Holding History

Godfrey Financial Associates’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed -$85 – 1120
2025
Q4 		$85 Buy
+2
New +$87 ﹤0.01% 1069

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Godfrey Financial Associates's CSV Position: Q1 2026 in Review

Godfrey Financial Associates sold out of Carriage Services (CSV) in Q1 2026, closing a stake of 2 shares — an estimated $85 sold.

Godfrey Financial Associates first reported a position in CSV in Q4 2025 and held it in 1 quarter. The position peaked at $85 in Q4 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Godfrey Financial Associates reported no remaining Carriage Services position as of Q1 2026 after selling out during the quarter.
  • Godfrey Financial Associates sold 2 Carriage Services shares in Q1 2026, an estimated $85.
  • Godfrey Financial Associates first reported a position in Carriage Services in Q4 2025 and held it in 1 quarter.
  • Godfrey Financial Associates's Carriage Services position peaked at $85 in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Godfrey Financial Associates's 13F filing for Q1 2026, filed 12 May 2026.