B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,132
| Closed | -$335K | – | 1600 |
|
|
2024
Q1 | $335K | Buy |
6,132
+59
| +1% | +$3.22K | 0.01% | 991 |
|
|
2023
Q4 | $436K | Sell |
6,073
-59
| -1% | -$4.24K | 0.01% | 883 |
|
|
2023
Q3 | $335K | Sell |
6,132
-100
| -2% | -$5.46K | 0.01% | 991 |
|
|
2023
Q2 | $345K | Sell |
6,232
-100
| -2% | -$5.53K | 0.01% | 1044 |
|
|
2023
Q1 | $378K | Buy |
6,332
+370
| +6% | +$22.1K | 0.01% | 941 |
|
|
2022
Q4 | $359K | Sell |
5,962
-32,028
| -84% | -$1.93M | 0.01% | 949 |
|
|
2022
Q3 | $1.94M | Sell |
37,990
-400
| -1% | -$20.4K | 0.06% | 315 |
|
|
2022
Q2 | $1.84M | Buy |
38,390
+6,000
| +19% | +$287K | 0.08% | 268 |
|
|
2022
Q1 | $1.93M | Buy |
32,390
+90
| +0.3% | +$5.37K | 0.06% | 310 |
|
|
2021
Q4 | $2.35M | Sell |
32,300
-2,000
| -6% | -$145K | 0.07% | 313 |
|
|
2021
Q3 | $2.22M | Sell |
34,300
-30
| -0.1% | -$1.94K | 0.07% | 310 |
|
|
2021
Q2 | $2.02M | Sell |
34,330
-1,570
| -4% | -$92.6K | 0.07% | 333 |
|
|
2021
Q1 | $2.2M | Buy |
+35,900
| New | +$2.2M | 0.08% | 292 |
|
|
2015
Q1 | – | Sell |
-10
| Closed | – | – | 1899 |
|
|
2014
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3743 |
|
|
2014
Q3 | – | Sell |
-10
| Closed | -$359 | – | 1813 |
|
|
2014
Q2 | $359 | Buy |
+10
| New | +$359 | ﹤0.01% | 2356 |
|