IFG Advisory’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 |
-6,004
| Closed | -$385K | – | 722 |
|
|
2024
Q4 | $385K | Buy |
+6,004
| New | +$385K | 0.02% | 476 |
|
|
2024
Q3 | – | Sell |
-7,115
| Closed | -$427K | – | 602 |
|
|
2024
Q2 | $427K | Sell |
7,115
-2,945
| -29% | -$177K | 0.03% | 428 |
|
|
2024
Q1 | $671K | Sell |
10,060
-100
| -1% | -$6.67K | 0.05% | 287 |
|
|
2023
Q4 | $716K | Sell |
10,160
-14,442
| -59% | -$1.02M | 0.05% | 306 |
|
|
2023
Q3 | $1.29M | Hold |
24,602
| – | – | 0.11% | 203 |
|
|
2023
Q2 | $1.25M | Buy |
24,602
+497
| +2% | +$25.2K | 0.11% | 204 |
|
|
2023
Q1 | $1.25M | Buy |
24,105
+481
| +2% | +$24.9K | 0.12% | 196 |
|
|
2022
Q4 | $1.3M | Buy |
+23,624
| New | +$1.3M | 0.13% | 171 |
|