Allworth Financial’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
7,574
+7
| +0.1% | +$381 | ﹤0.01% | 892 |
|
|
2025
Q1 | $416K | Buy |
7,567
+5
| +0.1% | +$275 | ﹤0.01% | 725 |
|
|
2024
Q4 | $495K | Buy |
7,562
+6,743
| +823% | +$441K | ﹤0.01% | 692 |
|
|
2024
Q3 | $59K | Hold |
819
| – | – | ﹤0.01% | 1327 |
|
|
2024
Q2 | $50.9K | Buy |
819
+243
| +42% | +$15.1K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $38.4K | Hold |
576
| – | – | ﹤0.01% | 1412 |
|
|
2023
Q4 | $40.6K | Buy |
576
+225
| +64% | +$15.8K | ﹤0.01% | 1277 |
|
|
2023
Q3 | $18.4K | Hold |
351
| – | – | ﹤0.01% | 1583 |
|
|
2023
Q2 | $17.8K | Hold |
351
| – | – | ﹤0.01% | 1608 |
|
|
2023
Q1 | $18.2K | Hold |
351
| – | – | ﹤0.01% | 1509 |
|
|
2022
Q4 | $19.3K | Buy |
+351
| New | +$19.3K | ﹤0.01% | 1379 |
|