Cetera Investment Advisers’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
Q1 | – | Sell |
-6,744
| Closed | -$432K | – | 4026 |
|
|
2024
Q4 | $432K | Sell |
6,744
-23
| -0.3% | -$1.47K | ﹤0.01% | 2795 |
|
|
2024
Q3 | $487K | Sell |
6,767
-122
| -2% | -$8.78K | ﹤0.01% | 2674 |
|
|
2024
Q2 | $414K | Sell |
6,889
-7,091
| -51% | -$426K | ﹤0.01% | 2739 |
|
|
2024
Q1 | $932K | Buy |
13,980
+10,587
| +312% | +$706K | ﹤0.01% | 2133 |
|
|
2023
Q4 | $239K | Buy |
+3,393
| New | +$239K | ﹤0.01% | 1930 |
|