Janney Montgomery Scott’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 | $1.22M | Sell |
22,498
-8,275
| -27% | -$450K | ﹤0.01% | 1463 |
|
|
2025
Q1 | $1.82M | Buy |
30,773
+3,094
| +11% | +$183K | 0.01% | 1204 |
|
|
2024
Q4 | $1.77M | Buy |
27,679
+7,495
| +37% | +$480K | ﹤0.01% | 1216 |
|
|
2024
Q3 | $1.45M | Buy |
+20,184
| New | +$1.45M | ﹤0.01% | 1306 |
|
|
2024
Q2 | – | Sell |
-10,262
| Closed | -$684K | – | 2816 |
|
|
2024
Q1 | $684K | Buy |
10,262
+5,388
| +111% | +$359K | ﹤0.01% | 1747 |
|
|
2023
Q4 | $343K | Buy |
4,874
+1,014
| +26% | +$71.4K | ﹤0.01% | 2140 |
|
|
2023
Q3 | $202K | Buy |
+3,860
| New | +$202K | ﹤0.01% | 2377 |
|