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 | $18.3K | Buy |
400
+200
| +100% | +$8.7K | ﹤0.01% | 6851 |
|
|
2025
Q4 | $8.46K | Buy |
+200
| New | +$8.68K | ﹤0.01% | 7092 |
|
|
2024
Q4 | – | Sell |
-200
| Closed | -$6K | – | 8666 |
|
|
2024
Q3 | $6K | Sell |
200
-1,600
| -89% | -$49.4K | ﹤0.01% | 7494 |
|
|
2024
Q2 | $48K | Sell |
1,800
-26,400
| -94% | -$693K | ﹤0.01% | 6133 |
|
|
2024
Q1 | $762K | Buy |
28,200
+27,400
| +3,425% | +$686K | ﹤0.01% | 3409 |
|
|
2023
Q4 | $20K | Sell |
800
-7,800
| -91% | -$184K | ﹤0.01% | 6922 |
|
|
2023
Q3 | $242K | Buy |
8,600
+1,900
| +28% | +$59.9K | ﹤0.01% | 4155 |
|
|
2023
Q2 | $217K | Sell |
6,700
-12,300
| -65% | -$344K | ﹤0.01% | 4206 |
|
|
2023
Q1 | $579K | Buy |
19,000
+17,000
| +850% | +$539K | ﹤0.01% | 3115 |
|
|
2022
Q4 | $55K | Buy |
2,000
+1,900
| +1,900% | +$51.6K | ﹤0.01% | 5747 |
|
|
2022
Q3 | $3K | Sell |
100
-16,100
| -99% | -$602K | ﹤0.01% | 9058 |
|
|
2022
Q2 | $642K | Sell |
16,200
-29,200
| -64% | -$1.26M | ﹤0.01% | 3155 |
|
|
2022
Q1 | $2.42M | Sell |
45,400
-18,200
| -29% | -$960K | ﹤0.01% | 1909 |
|
|
2021
Q4 | $4.1M | Buy |
+63,600
| New | +$3.29M | ﹤0.01% | 1373 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | -$3K | – | 10121 |
|
|
2021
Q1 | $3K | Sell |
1
-5
| -83% | -$173 | ﹤0.01% | 8348 |
|
|
2020
Q4 | $18K | Sell |
6
-174
| -97% | -$4.74K | ﹤0.01% | 7025 |
|
|
2020
Q3 | $401K | Buy |
180
+155
| +620% | +$3.26K | ﹤0.01% | 3263 |
|
|
2020
Q2 | $45K | Buy |
25
+3
| +14% | +$51 | ﹤0.01% | 5586 |
|
|
2020
Q1 | $35K | Buy |
+22
| New | +$475 | ﹤0.01% | 5481 |
|
|
2019
Q3 | – | Sell |
-3
| Closed | -$5K | – | 7323 |
|
|
2019
Q2 | $5K | Sell |
3
-3
| -50% | -$57 | ﹤0.01% | 6443 |
|
|
2019
Q1 | $11K | Buy |
+6
| New | +$116 | ﹤0.01% | 6088 |
|
|
2018
Q1 | – | Sell |
-240
| Closed | -$24K | – | 6252 |
|
|
2017
Q4 | $24K | Buy |
+240
| New | +$6.12K | ﹤0.01% | 3121 |
|
|
2016
Q2 | – | Sell |
-34
| Closed | -$4K | – | 5882 |
|
|
2016
Q1 | $4K | Buy |
+34
| New | +$725 | ﹤0.01% | 4226 |
|
|
2015
Q3 | – | Sell |
-32
| Closed | -$2K | – | 5597 |
|
|
2015
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 4253 |
|
|
2015
Q1 | $4K | Sell |
32
-61
| -66% | -$1.38K | ﹤0.01% | 3636 |
|
|
2014
Q4 | $56K | Buy |
+93
| New | +$1.79K | 0.01% | 1301 |
|
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.