Seizert Capital 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 | $2.45M | Buy |
+53,514
| New | +$2.45M | 0.11% | 107 |
|
|
2023
Q4 | – | Sell |
-17,119
| Closed | -$484K | – | 175 |
|
|
2023
Q3 | $484K | Sell |
17,119
-2,101
| -11% | -$59.4K | 0.03% | 127 |
|
|
2023
Q2 | $624K | Sell |
19,220
-1,318
| -6% | -$42.8K | 0.03% | 125 |
|
|
2023
Q1 | $627K | Sell |
20,538
-4,836
| -19% | -$148K | 0.03% | 128 |
|
|
2022
Q4 | $699K | Buy |
25,374
+7,709
| +44% | +$212K | 0.04% | 139 |
|
|
2022
Q3 | $568K | Buy |
17,665
+7,096
| +67% | +$228K | 0.03% | 142 |
|
|
2022
Q2 | $419K | Hold |
10,569
| – | – | 0.02% | 176 |
|
|
2022
Q1 | $564K | Hold |
10,569
| – | – | 0.03% | 167 |
|
|
2021
Q4 | $681K | Buy |
+10,569
| New | +$681K | 0.03% | 157 |
|