Allworth Financial’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $53.2K | Sell |
878
-41
| -4% | -$2.48K | ﹤0.01% | 1901 |
|
2025
Q1 | $56.4K | Buy |
919
+26
| +3% | +$1.6K | ﹤0.01% | 1494 |
|
2024
Q4 | $64.7K | Buy |
893
+792
| +784% | +$57.4K | ﹤0.01% | 1444 |
|
2024
Q3 | $7.83K | Hold |
101
| – | – | ﹤0.01% | 2373 |
|
2024
Q2 | $6.58K | Buy |
101
+2
| +2% | +$130 | ﹤0.01% | 2392 |
|
2024
Q1 | $6.69K | Hold |
99
| – | – | ﹤0.01% | 2284 |
|
2023
Q4 | $7.11K | Buy |
99
+57
| +136% | +$4.09K | ﹤0.01% | 2119 |
|
2023
Q3 | $2.29K | Buy |
42
+4
| +11% | +$218 | ﹤0.01% | 2476 |
|
2023
Q2 | $2.1K | Sell |
38
-2
| -5% | -$111 | ﹤0.01% | 2464 |
|
2023
Q1 | $2.39K | Buy |
40
+1
| +3% | +$60 | ﹤0.01% | 2336 |
|
2022
Q4 | $2.35K | Sell |
39
-341
| -90% | -$20.5K | ﹤0.01% | 2182 |
|
2022
Q3 | $19K | Buy |
380
+100
| +36% | +$5K | ﹤0.01% | 1323 |
|
2022
Q2 | $13K | Buy |
+280
| New | +$13K | ﹤0.01% | 1467 |
|