IFP Advisors’s U-Haul Holding Co Series N UHAL.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598 | Sell |
11
-221
| -95% | -$12K | ﹤0.01% | 4384 |
|
|
2025
Q1 | $13.7K | Hold |
232
| – | – | ﹤0.01% | 2459 |
|
|
2024
Q4 | $14.9K | Buy |
232
+4
| +2% | +$256 | ﹤0.01% | 2381 |
|
|
2024
Q3 | $16.4K | Buy |
228
+207
| +986% | +$14.9K | ﹤0.01% | 2227 |
|
|
2024
Q2 | $1.26K | Buy |
21
+7
| +50% | +$420 | ﹤0.01% | 2939 |
|
|
2024
Q1 | $934 | Buy |
14
+6
| +75% | +$400 | ﹤0.01% | 2877 |
|
|
2023
Q4 | $564 | Buy |
+8
| New | +$564 | ﹤0.01% | 2868 |
|
|
2023
Q1 | – | Sell |
-55
| Closed | -$5K | – | 4381 |
|
|
2022
Q4 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 3819 |
|