IFP Advisors’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909 | Buy |
15
+7
| +88% | +$424 | ﹤0.01% | 4253 |
|
|
2025
Q1 | $523 | Buy |
8
+5
| +167% | +$327 | ﹤0.01% | 3458 |
|
|
2024
Q4 | $207 | Buy |
3
+1
| +50% | +$69 | ﹤0.01% | 3724 |
|
|
2024
Q3 | $155 | Sell |
2
-25
| -93% | -$1.94K | ﹤0.01% | 3215 |
|
|
2024
Q2 | $1.67K | Buy |
27
+25
| +1,250% | +$1.54K | ﹤0.01% | 2853 |
|
|
2024
Q1 | $135 | Buy |
2
+1
| +100% | +$68 | ﹤0.01% | 3051 |
|
|
2023
Q4 | $72 | Buy |
+1
| New | +$72 | ﹤0.01% | 2985 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | -$8.55K | – | 3577 |
|
|
2023
Q1 | $8.55K | Buy |
25
+4
| +19% | +$1.37K | ﹤0.01% | 2362 |
|
|
2022
Q4 | $10K | Sell |
21
-199
| -90% | -$94.8K | ﹤0.01% | 3410 |
|
|
2022
Q3 | $11K | Buy |
220
+10
| +5% | +$500 | ﹤0.01% | 3604 |
|
|
2022
Q2 | $10K | Hold |
210
| – | – | ﹤0.01% | 3427 |
|
|
2022
Q1 | $10K | Buy |
+210
| New | +$10K | ﹤0.01% | 3427 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4547 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4340 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4219 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4030 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3877 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$1K | – | 3701 |
|
|
2020
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2582 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$1K | – | 3592 |
|
|
2019
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 2923 |
|
|
2019
Q1 | – | Sell |
-170
| Closed | -$6K | – | 3363 |
|
|
2018
Q4 | $6K | Buy |
170
+40
| +31% | +$1.41K | ﹤0.01% | 2734 |
|
|
2018
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 3194 |
|
|
2018
Q2 | $5K | Buy |
130
+30
| +30% | +$1.15K | ﹤0.01% | 3239 |
|
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 3295 |
|
|
2017
Q4 | $4K | Sell |
100
-330
| -77% | -$13.2K | ﹤0.01% | 3294 |
|
|
2017
Q3 | $16K | Buy |
430
+110
| +34% | +$4.09K | ﹤0.01% | 2729 |
|
|
2017
Q2 | $12K | Buy |
320
+20
| +7% | +$750 | ﹤0.01% | 2884 |
|
|
2017
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 2836 |
|
|
2016
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 2832 |
|
|
2016
Q3 | $10K | Sell |
300
-100
| -25% | -$3.33K | ﹤0.01% | 2835 |
|
|
2016
Q2 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 2537 |
|
|
2016
Q1 | – | Sell |
-550
| Closed | -$21K | – | 3401 |
|
|
2015
Q4 | $21K | Buy |
+550
| New | +$21K | ﹤0.01% | 2127 |
|