Clearstead 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-19
| Closed | -$1.24K | – | 2882 |
|
2025
Q1 | $1.24K | Buy |
+19
| New | +$1.24K | ﹤0.01% | 1962 |
|
2024
Q2 | – | Sell |
-500
| Closed | -$34.2K | – | 2071 |
|
2024
Q1 | $34.2K | Hold |
500
| – | – | ﹤0.01% | 848 |
|
2023
Q4 | $35.9K | Sell |
500
-500
| -50% | -$35.9K | ﹤0.01% | 819 |
|
2023
Q3 | $54.6K | Buy |
1,000
+500
| +100% | +$27.3K | ﹤0.01% | 870 |
|
2023
Q2 | $27.7K | Hold |
500
| – | – | ﹤0.01% | 844 |
|
2023
Q1 | $29.8K | Hold |
500
| – | – | ﹤0.01% | 772 |
|
2022
Q4 | $30.1K | Buy |
+500
| New | +$30.1K | ﹤0.01% | 724 |
|