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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-500
| Closed | -$22K | – | 8799 |
|
|
2025
Q3 | $22K | Buy |
+500
| New | +$22.6K | ﹤0.01% | 7242 |
|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$39K | – | 8672 |
|
|
2024
Q4 | $39K | Sell |
1,000
-25,400
| -96% | -$937K | ﹤0.01% | 6111 |
|
|
2024
Q3 | $866K | Sell |
26,400
-3,700
| -12% | -$114K | ﹤0.01% | 3051 |
|
|
2024
Q2 | $807K | Buy |
30,100
+30,000
| +30,000% | +$787K | ﹤0.01% | 3140 |
|
|
2024
Q1 | $2K | Buy |
+100
| New | +$2.5K | ﹤0.01% | 8375 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$14K | – | 8926 |
|
|
2023
Q3 | $14K | Buy |
500
+400
| +400% | +$12.6K | ﹤0.01% | 6916 |
|
|
2023
Q2 | $3K | Sell |
100
-500
| -83% | -$14K | ﹤0.01% | 8200 |
|
|
2023
Q1 | $18K | Hold |
600
| – | – | ﹤0.01% | 6998 |
|
|
2022
Q4 | $16K | Sell |
600
-7,700
| -93% | -$209K | ﹤0.01% | 7070 |
|
|
2022
Q3 | $266K | Buy |
8,300
+2,500
| +43% | +$93.4K | ﹤0.01% | 4237 |
|
|
2022
Q2 | $229K | Buy |
+5,800
| New | +$250K | ﹤0.01% | 4447 |
|
|
2022
Q1 | – | Sell |
-15,500
| Closed | -$998K | – | 10524 |
|
|
2021
Q4 | $998K | Buy |
15,500
+7,700
| +99% | +$399K | ﹤0.01% | 2855 |
|
|
2021
Q3 | $285K | Hold |
7,800
| – | – | ﹤0.01% | 4986 |
|
|
2021
Q2 | $288K | Buy |
7,800
+7,774
| +29,900% | +$290K | ﹤0.01% | 5040 |
|
|
2021
Q1 | $91K | Sell |
26
-187
| -88% | -$6.49K | ﹤0.01% | 5880 |
|
|
2020
Q4 | $667K | Sell |
213
-63
| -23% | -$1.72K | ﹤0.01% | 3075 |
|
|
2020
Q3 | $615K | Buy |
276
+255
| +1,214% | +$5.36K | ﹤0.01% | 2767 |
|
|
2020
Q2 | $38K | Sell |
21
-71
| -77% | -$1.2K | ﹤0.01% | 5715 |
|
|
2020
Q1 | $148K | Buy |
+92
| New | +$1.99K | ﹤0.01% | 3933 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 7325 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$19 | ﹤0.01% | 6854 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$38K | – | 7112 |
|
|
2018
Q3 | $38K | Buy |
18
+5
| +38% | +$118 | ﹤0.01% | 5421 |
|
|
2018
Q2 | $31K | Buy |
+13
| New | +$338 | ﹤0.01% | 5506 |
|
|
2017
Q2 | – | Sell |
-37
| Closed | -$1K | – | 6191 |
|
|
2017
Q1 | $1K | Buy |
+37
| New | +$991 | ﹤0.01% | 5586 |
|
|
2015
Q4 | – | Sell |
-7
| Closed | -$1K | – | 5493 |
|
|
2015
Q3 | $1K | Buy |
+7
| New | +$160 | ﹤0.01% | 4960 |
|
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.