Farther Finance Advisors’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
Q2 | $9.84K | Buy |
181
+65
| +56% | +$3.53K | ﹤0.01% | 3083 |
|
|
2025
Q1 | $6.98K | Sell |
116
-10
| -8% | -$602 | ﹤0.01% | 2903 |
|
|
2024
Q4 | $8.07K | Sell |
126
-59
| -32% | -$3.78K | ﹤0.01% | 2464 |
|
|
2024
Q3 | $13.3K | Buy |
185
+80
| +76% | +$5.77K | ﹤0.01% | 2237 |
|
|
2024
Q2 | $6.27K | Buy |
105
+13
| +14% | +$777 | ﹤0.01% | 2290 |
|
|
2024
Q1 | $6.16K | Hold |
92
| – | – | ﹤0.01% | 1969 |
|
|
2023
Q4 | $6.48K | Sell |
92
-34
| -27% | -$2.4K | ﹤0.01% | 1835 |
|
|
2023
Q3 | $6.6K | Hold |
126
| – | – | ﹤0.01% | 1424 |
|
|
2023
Q2 | $6.38K | Hold |
126
| – | – | ﹤0.01% | 1346 |
|
|
2023
Q1 | $6.53K | Sell |
126
-45
| -26% | -$2.33K | ﹤0.01% | 1251 |
|
|
2022
Q4 | $9.4K | Buy |
+171
| New | +$9.4K | ﹤0.01% | 967 |
|