Heartland Advisors’s Carriage Services CSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.6M Sell
2025
Q1
$10.6M Sell
2024
Q4
$13.3M Sell
2024
Q3
$11.3M Sell
2024
Q2
$9.8M Buy
2024
Q1
$9.26M Buy
2023
Q4
$7.98M Buy
2023
Q3
$7.67M Buy
2023
Q2
$7.93M Hold
2023
Q1
$7.45M Buy
2022
Q4
$6.38M Buy
2022
Q3
$7.38M Buy
2022
Q2
$6.93M Buy
2022
Q1
$7.99M Sell
2021
Q4
$9.67M Sell
2021
Q3
$7.8M Sell
2021
Q2
$7.02M Buy
2021
Q1
$3.52M Hold
2020
Q4
$3.13M Hold
2020
Q3
$2.23M Hold
2020
Q2
$1.81M Buy