Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 7889 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8200 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8197 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8203 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8206 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8140 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7939 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7734 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7461 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7470 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7295 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7197 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7058 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6955 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6729 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6488 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6268 |
|
|
2020
Q4 | – | Sell |
-10
| Closed | – | – | 6072 |
|
|
2020
Q3 | $0 | Sell |
10
-300
| -97% | – | ﹤0.01% | 5862 |
|
|
2020
Q2 | $9K | Hold |
310
| – | – | ﹤0.01% | 1527 |
|
|
2020
Q1 | $9K | Buy |
+310
| New | +$9K | ﹤0.01% | 1497 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5558 |
|
|
2019
Q3 | – | Sell |
-90
| Closed | -$3K | – | 5393 |
|
|
2019
Q2 | $3K | Sell |
90
-570
| -86% | -$19K | ﹤0.01% | 1928 |
|
|
2019
Q1 | $24K | Hold |
660
| – | – | ﹤0.01% | 1197 |
|
|
2018
Q4 | $21K | Buy |
660
+10
| +2% | +$318 | ﹤0.01% | 1139 |
|
|
2018
Q3 | $23K | Buy |
+650
| New | +$23K | 0.01% | 816 |
|