Independent Financial Group’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Independent Financial Group’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$201K	Hold
2025 Q4	$210K	Hold
2025 Q3	$229K	Hold
2025 Q2	$245K	Buy