Legacy Capital Group California’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	$245K	Buy	4,048 +253	+7%	+$15.3K	0.07%	295
2025 Q1	$248K	Buy	3,795 +412	+12%	+$26.9K	0.09%	269
2024 Q4	$234K	Buy	3,383 +237	+8%	+$16.4K	0.07%	287
2024 Q3	$244K	Buy	+3,146	New	+$244K	0.08%	272