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Key Financial Inc’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Key Financial Inc’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-845
Closed -$50K – 1478
2025
Q1 		$50K Hold
845
– – 0.01% 483
2024
Q4 		$54.1K Hold
845
– – 0.01% 467
2024
Q3 		$60.8K Hold
845
– – 0.01% 449
2024
Q2 		$50.7K Buy
+845
New +$50.7K 0.01% 471