A detailed history of Values First Advisors, Inc. transactions in Carriage Services Inc stock. As of the latest transaction made, Values First Advisors, Inc. holds 17,412 shares of CSV stock, worth $455,846. This represents 0.28% of its overall portfolio holdings.

Number of Shares
17,412
Previous 17,096 1.85%
Holding current value
$455,846
Previous $427,000 10.07%
% of portfolio
0.28%
Previous 0.26%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$23.12 - $27.04 $7,305 - $8,544
316 Added 1.85%
17,412 $470,000
Q4 2023

Jan 18, 2024

BUY
$20.15 - $27.83 $23,877 - $32,978
1,185 Added 7.45%
17,096 $427,000
Q3 2023

Nov 08, 2023

SELL
$28.25 - $34.19 $1,525 - $1,846
-54 Reduced 0.34%
15,911 $449,000
Q2 2023

Aug 02, 2023

BUY
$25.49 - $33.76 $10,450 - $13,841
410 Added 2.64%
15,965 $518,000
Q1 2023

May 15, 2023

BUY
$28.56 - $35.46 $13,109 - $16,276
459 Added 3.04%
15,555 $474,000
Q4 2022

Jan 20, 2023

BUY
$23.48 - $34.16 $70 - $102
3 Added 0.02%
15,096 $0
Q3 2022

Dec 02, 2022

BUY
$30.99 - $44.05 $16,269 - $23,126
525 Added 3.6%
15,093 $485,000
Q2 2022

Jul 20, 2022

SELL
$35.64 - $53.14 $35,212 - $52,502
-988 Reduced 6.35%
14,568 $578,000
Q1 2022

May 03, 2022

BUY
$48.13 - $61.74 $41,151 - $52,787
855 Added 5.82%
15,556 $830,000
Q4 2021

Mar 10, 2022

BUY
$43.96 - $65.91 $646,255 - $968,942
14,701 New
14,701 $947,000
Q3 2021

Nov 15, 2022

BUY
$34.61 - $48.23 $30,526 - $42,538
882 Added 6.05%
15,450 $689,000
Q2 2021

Nov 15, 2022

SELL
$35.22 - $38.78 $8,523 - $9,384
-242 Reduced 1.6%
14,904 $551,000
Q1 2021

Nov 15, 2022

BUY
$30.97 - $36.82 $17,900 - $21,281
578 Added 3.97%
15,146 $533,000
Q4 2020

Nov 15, 2022

SELL
$22.51 - $31.4 $5,514 - $7,693
-245 Reduced 1.61%
14,989 $469,000
Q3 2020

Nov 15, 2022

BUY
$17.11 - $23.47 $23,184 - $31,801
1,355 Added 9.76%
15,234 $340,000
Q2 2020

Nov 15, 2022

BUY
$13.8 - $20.89 $30,898 - $46,772
2,239 Added 19.24%
13,879 $251,000
Q1 2020

Jan 09, 2023

SELL
$14.07 - $25.74 $13,056 - $23,886
-928 Reduced 6.15%
14,165 $229 Million
Q4 2019

Nov 15, 2022

SELL
$20.61 - $28.26 $60,346 - $82,745
-2,928 Reduced 20.1%
11,640 $298,000

Others Institutions Holding CSV

About CARRIAGE SERVICES INC


  • Ticker CSV
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Personal Services
  • Shares Outstandng 14,697,600
  • Market Cap $385M
  • Description
  • Carriage Services, Inc. provides funeral and cemetery services, and merchandise in the United States. It operates through two segments, Funeral Home Operations and Cemetery Operations. The Funeral Home Operations segment engages in the provision of consultation, funeral home facilities for visitation and memorial services, and transportation ser...
More about CSV
Track This Portfolio

Track Values First Advisors, Inc. Portfolio

Follow Values First Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Values First Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Values First Advisors, Inc. with notifications on news.