Simplex Trading’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-159
| Closed | -$6.92K | – | 9238 |
|
|
2025
Q4 | $6.72K | Sell |
159
-707
| -82% | -$30.7K | ﹤0.01% | 7250 |
|
|
2025
Q3 | $38K | Sell |
866
-660
| -43% | -$29.8K | ﹤0.01% | 6716 |
|
|
2025
Q2 | $69K | Buy |
1,526
+1,226
| +409% | +$51.2K | ﹤0.01% | 5589 |
|
|
2025
Q1 | $11K | Sell |
300
-11,585
| -97% | -$460K | ﹤0.01% | 7018 |
|
|
2024
Q4 | $473K | Sell |
11,885
-25,258
| -68% | -$932K | ﹤0.01% | 3603 |
|
|
2024
Q3 | $1.22M | Buy |
37,143
+9,067
| +32% | +$280K | ﹤0.01% | 2735 |
|
|
2024
Q2 | $753K | Buy |
28,076
+27,151
| +2,935% | +$712K | ﹤0.01% | 3219 |
|
|
2024
Q1 | $25K | Sell |
925
-2,106
| -69% | -$52.7K | ﹤0.01% | 6900 |
|
|
2023
Q4 | $75K | Sell |
3,031
-11,461
| -79% | -$270K | ﹤0.01% | 5661 |
|
|
2023
Q3 | $409K | Sell |
14,492
-24,649
| -63% | -$777K | ﹤0.01% | 3609 |
|
|
2023
Q2 | $1.27M | Buy |
39,141
+34,384
| +723% | +$963K | ﹤0.01% | 2381 |
|
|
2023
Q1 | $145K | Sell |
4,757
-21,506
| -82% | -$682K | ﹤0.01% | 4713 |
|
|
2022
Q4 | $723K | Buy |
26,263
+21,418
| +442% | +$582K | ﹤0.01% | 2794 |
|
|
2022
Q3 | $155K | Sell |
4,845
-378
| -7% | -$14.1K | ﹤0.01% | 4953 |
|
|
2022
Q2 | $207K | Buy |
+5,223
| New | +$225K | ﹤0.01% | 4557 |
|
|
2021
Q4 | – | Sell |
-1,421
| Closed | -$73.6K | – | 10594 |
|
|
2021
Q3 | $51K | Hold |
1,421
| – | – | ﹤0.01% | 7481 |
|
|
2021
Q2 | $52K | Buy |
1,421
+1,211
| +577% | +$45.2K | ﹤0.01% | 7597 |
|
|
2021
Q1 | $7K | Sell |
210
-269
| -56% | -$9.33K | ﹤0.01% | 8061 |
|
|
2020
Q4 | $15K | Buy |
479
+428
| +839% | +$11.7K | ﹤0.01% | 7153 |
|
|
2020
Q3 | $1K | Sell |
51
-1,782
| -97% | -$37.5K | ﹤0.01% | 7529 |
|
|
2020
Q2 | $33K | Sell |
1,833
-3,380
| -65% | -$56.9K | ﹤0.01% | 5843 |
|
|
2020
Q1 | $84K | Buy |
+5,213
| New | +$113K | ﹤0.01% | 4555 |
|
|
2019
Q3 | – | Sell |
-111
| Closed | -$2K | – | 7324 |
|
|
2019
Q2 | $2K | Buy |
111
+110
| +11,000% | +$2.1K | ﹤0.01% | 6734 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | +$19 | ﹤0.01% | 7219 |
|
|
2018
Q4 | – | Sell |
-1,856
| Closed | -$39K | – | 7111 |
|
|
2018
Q3 | $39K | Sell |
1,856
-4,787
| -72% | -$113K | ﹤0.01% | 5400 |
|
|
2018
Q2 | $163K | Sell |
6,643
-9,501
| -59% | -$247K | ﹤0.01% | 3727 |
|
|
2018
Q1 | $446K | Buy |
+16,144
| New | +$436K | 0.02% | 771 |
|
|
2017
Q4 | – | Sell |
-1,541
| Closed | -$39.3K | – | 6077 |
|
|
2017
Q3 | $39K | Sell |
1,541
-13,512
| -90% | -$338K | ﹤0.01% | 2527 |
|
|
2017
Q2 | $405K | Sell |
15,053
-8,125
| -35% | -$218K | 0.02% | 770 |
|
|
2017
Q1 | $628K | Buy |
23,178
+23,008
| +13,534% | +$616K | 0.03% | 563 |
|
|
2016
Q4 | $4K | Buy |
170
+22
| +15% | +$570 | ﹤0.01% | 4504 |
|
|
2016
Q3 | $3K | Buy |
148
+60
| +68% | +$1.42K | ﹤0.01% | 4659 |
|
|
2016
Q2 | $2K | Buy |
+88
| New | +$2.02K | ﹤0.01% | 4894 |
|
|
2016
Q1 | – | Sell |
-809
| Closed | -$17.3K | – | 5665 |
|
|
2015
Q4 | $19K | Buy |
809
+401
| +98% | +$9.35K | ﹤0.01% | 2734 |
|
|
2015
Q3 | $8K | Buy |
+408
| New | +$9.35K | ﹤0.01% | 3619 |
|
Other funds holding CSV
VCM
Simplex Trading's CSV Position: Q1 2026 in Review
Simplex Trading sold out of Carriage Services (CSV) in Q1 2026, closing a stake of 159 shares — an estimated $6.92K sold.
Simplex Trading first reported a position in CSV in Q3 2015 and held it in 35 quarters. The position peaked at $1.27M in Q2 2023. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.
- Simplex Trading reported no remaining Carriage Services position as of Q1 2026 after selling out during the quarter.
- Simplex Trading sold 159 Carriage Services shares in Q1 2026, an estimated $6.92K.
- Simplex Trading first reported a position in Carriage Services in Q3 2015 and held it in 35 quarters.
- Simplex Trading's Carriage Services position peaked at $1.27M in Q2 2023.
- 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.