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 |
|