Confluence Investment Management’s Cavco Industries CVCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.28M Sell
7,558
-801
-10% -$348K 0.05% 142
2025
Q1
$4.34M Sell
8,359
-1,244
-13% -$646K 0.06% 138
2024
Q4
$4.29M Sell
9,603
-222
-2% -$99.1K 0.06% 142
2024
Q3
$4.21M Sell
9,825
-409
-4% -$175K 0.06% 142
2024
Q2
$3.54M Sell
10,234
-1,492
-13% -$516K 0.05% 150
2024
Q1
$4.68M Sell
11,726
-1,736
-13% -$693K 0.06% 135
2023
Q4
$4.67M Sell
13,462
-838
-6% -$290K 0.07% 140
2023
Q3
$3.8M Buy
+14,300
New +$3.8M 0.06% 150