Creative Planning’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
$1.13M Sell
2,605
-1,608
-38% -$699K ﹤0.01% 1745
2025
Q1
$2.19M Buy
4,213
+1,006
+31% +$523K ﹤0.01% 1116
2024
Q4
$1.43M Buy
3,207
+578
+22% +$258K ﹤0.01% 1368
2024
Q3
$1.13M Buy
2,629
+1,493
+131% +$639K ﹤0.01% 1433
2024
Q2
$393K Buy
1,136
+612
+117% +$212K ﹤0.01% 2135
2024
Q1
$209K Buy
+524
New +$209K ﹤0.01% 2522
2013
Q4
Sell
-10
Closed -$1K 3337
2013
Q3
$1K Buy
+10
New +$1K ﹤0.01% 3080