Lakewood Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
4,269
-28
-0.7% -$1.7K 0.17% 83
2025
Q1
$281K Buy
4,297
+1,058
+33% +$69.2K 0.19% 78
2024
Q4
$224K Sell
3,239
-132
-4% -$9.12K 0.15% 106
2024
Q3
$261K Sell
3,371
-429
-11% -$33.2K 0.18% 101
2024
Q2
$235K Sell
3,800
-36
-0.9% -$2.22K 0.16% 104
2024
Q1
$259K Sell
3,836
-12
-0.3% -$811 0.18% 97
2023
Q4
$276K Sell
3,848
-466
-11% -$33.5K 0.21% 85
2023
Q3
$235K Hold
4,314
0.19% 96
2023
Q2
$239K Sell
4,314
-26
-0.6% -$1.44K 0.19% 97
2023
Q1
$259K Sell
4,340
-26
-0.6% -$1.55K 0.22% 93
2022
Q4
$263K Buy
+4,366
New +$263K 0.21% 87