CAPTRUST Financial Advisors’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,310
| Closed | -$110K | – | 3944 |
|
|
2022
Q2 | $110K | Sell |
2,310
-190
| -8% | -$9.05K | ﹤0.01% | 2131 |
|
|
2022
Q1 | $149K | Sell |
2,500
-70
| -3% | -$4.17K | ﹤0.01% | 1943 |
|
|
2021
Q4 | $187K | Buy |
2,570
+170
| +7% | +$12.4K | ﹤0.01% | 1689 |
|
|
2021
Q3 | $155K | Buy |
2,400
+390
| +19% | +$25.2K | ﹤0.01% | 1739 |
|
|
2021
Q2 | $119K | Buy |
2,010
+80
| +4% | +$4.74K | ﹤0.01% | 1889 |
|
|
2021
Q1 | $118K | Buy |
1,930
+200
| +12% | +$12.2K | ﹤0.01% | 1840 |
|
|
2020
Q4 | $79K | Hold |
1,730
| – | – | ﹤0.01% | 1621 |
|
|
2020
Q3 | $61K | Hold |
1,730
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q2 | $51K | Buy |
+1,730
| New | +$51K | ﹤0.01% | 1625 |
|
|
2019
Q4 | – | Sell |
-1,730
| Closed | -$67K | – | 1767 |
|
|
2019
Q3 | $67K | Hold |
1,730
| – | – | ﹤0.01% | 913 |
|
|
2019
Q2 | $65K | Buy |
+1,730
| New | +$65K | ﹤0.01% | 892 |
|