LPL Financial’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 | $2.81M | Sell |
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|
2025
Q1 | $5.27M | Buy |
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|
2024
Q4 | $2.46M | Buy |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.31M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $279K | Sell |
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|
2018
Q2 | $370K | Buy |
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|
2018
Q1 | $417K | Sell |
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|
2017
Q4 | $408K | Sell |
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|
2017
Q3 | $446K | Sell |
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|
2017
Q2 | $529K | Sell |
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|
2017
Q1 | $579K | Buy |
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|
2016
Q4 | $613K | Sell |
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|
2016
Q3 | $516K | Sell |
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|
2016
Q2 | $529K | Sell |
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|
2016
Q1 | $968K | Buy |
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|
2015
Q4 | $960K | Buy |
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|
2015
Q3 | $446K | Buy |
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|
2015
Q2 | $443K | Hold |
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|
2015
Q1 | $436K | Sell |
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|
2014
Q4 | $497K | Sell |
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|
2014
Q3 | $434K | Sell |
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|
2014
Q2 | $434K | Buy |
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|
2014
Q1 | $461K | Hold |
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|
2013
Q4 | $493K | Sell |
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|
2013
Q3 | $492K | Hold |
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|
2013
Q2 | $434K | Buy |
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