Values First Advisors, Inc. Carriage Services Inc Transaction History

Values First Advisors, Inc.

$179 Million
Q3 2025

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 17,219 shares of CSV stock, worth $710,972. This represents 0.43% of its overall portfolio holdings.

Number of Shares

17,219

Previous 17,506 1.64%

Holding current value

$710,972

Previous $800,000 4.25%

% of portfolio

0.43%

Previous 0.45%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$41.55 - $48.29 $11,924 - $13,859	-287 Reduced 1.64%	17,219 $766,000
Q2 2025 Jul 29, 2025	BUY	$36.26 - $46.06 $2,937 - $3,730	81 Added 0.46%	17,506 $800,000
Q1 2025 Apr 30, 2025	SELL	$37.15 - $42.2 $2,711 - $3,080	-73 Reduced 0.42%	17,425 $675,000
Q4 2024 Jan 29, 2025	BUY	$30.35 - $41.08 $8,194 - $11,091	270 Added 1.57%	17,498 $697,000
Q3 2024 Oct 23, 2024	SELL	$26.02 - $33.38 $5,360 - $6,876	-206 Reduced 1.18%	17,228 $565,000
Q2 2024 Jul 19, 2024	BUY	$23.32 - $29.13 $513 - $640	22 Added 0.13%	17,434 $467,000
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

# of Institutions

179

Shares Held

9.95M

Call Options Held

28.5K

Put Options Held

View Full List

About CARRIAGE SERVICES INC

Ticker CSV
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 14,697,600
Market Cap $607M
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...

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Values First Advisors, Inc. Carriage Services Inc Transaction History