Lakewood Asset Management’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 | $2.39M | Sell |
44,006
-261
| -0.6% | -$14.2K | 1.6% | 18 |
|
|
2025
Q1 | $2.62M | Buy |
+44,267
| New | +$2.62M | 1.77% | 17 |
|
|
2023
Q3 | – | Sell |
-40,548
| Closed | -$2.05M | – | 114 |
|
|
2023
Q2 | $2.05M | Buy |
40,548
+159
| +0.4% | +$8.06K | 1.62% | 15 |
|
|
2023
Q1 | $2.09M | Buy |
40,389
+817
| +2% | +$42.4K | 1.74% | 15 |
|
|
2022
Q4 | $2.18M | Buy |
+39,572
| New | +$2.18M | 1.76% | 12 |
|