Sheets Smith Wealth 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 | $962K | Buy |
2,214
+44
| +2% | +$19.1K | 0.11% | 172 |
|
|
2025
Q1 | $1.13M | Buy |
2,170
+86
| +4% | +$44.7K | 0.14% | 141 |
|
|
2024
Q4 | $930K | Buy |
2,084
+69
| +3% | +$30.8K | 0.11% | 169 |
|
|
2024
Q3 | $863K | Sell |
2,015
-20
| -1% | -$8.57K | 0.11% | 172 |
|
|
2024
Q2 | $704K | Hold |
2,035
| – | – | 0.08% | 191 |
|
|
2024
Q1 | $812K | Hold |
2,035
| – | – | 0.09% | 181 |
|
|
2023
Q4 | $705K | Sell |
2,035
-55
| -3% | -$19.1K | 0.1% | 171 |
|
|
2023
Q3 | $555K | Buy |
2,090
+54
| +3% | +$14.3K | 0.08% | 192 |
|
|
2023
Q2 | $601K | Buy |
2,036
+8
| +0.4% | +$2.36K | 0.09% | 190 |
|
|
2023
Q1 | $644K | Hold |
2,028
| – | – | 0.1% | 178 |
|
|
2022
Q4 | $459K | Hold |
2,028
| – | – | 0.07% | 203 |
|
|
2022
Q3 | $417K | Hold |
2,028
| – | – | 0.07% | 200 |
|
|
2022
Q2 | $397K | Hold |
2,028
| – | – | 0.07% | 216 |
|
|
2022
Q1 | $488K | Hold |
2,028
| – | – | 0.07% | 216 |
|
|
2021
Q4 | $644K | Buy |
2,028
+8
| +0.4% | +$2.54K | 0.08% | 204 |
|
|
2021
Q3 | $478K | Hold |
2,020
| – | – | 0.06% | 223 |
|
|
2021
Q2 | $449K | Hold |
2,020
| – | – | 0.06% | 237 |
|
|
2021
Q1 | $456K | Hold |
2,020
| – | – | 0.07% | 215 |
|
|
2020
Q4 | $354K | Buy |
2,020
+55
| +3% | +$9.64K | 0.05% | 256 |
|
|
2020
Q3 | $354K | Hold |
1,965
| – | – | 0.06% | 222 |
|
|
2020
Q2 | $379K | Hold |
1,965
| – | – | 0.08% | 184 |
|
|
2020
Q1 | $285K | Buy |
1,965
+96
| +5% | +$13.9K | 0.06% | 212 |
|
|
2019
Q4 | $365K | Sell |
1,869
-80
| -4% | -$15.6K | 0.07% | 242 |
|
|
2019
Q3 | $374K | Buy |
1,949
+410
| +27% | +$78.7K | 0.08% | 228 |
|
|
2019
Q2 | $242K | Buy |
+1,539
| New | +$242K | 0.05% | 288 |
|