Lodestone Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Lodestone Wealth Management’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$230K	Sell
2024 Q4	$298K	Sell
2024 Q3	$341K	Buy
2024 Q2	$258K	Sell
2024 Q1	$288K	Buy
2023 Q4	$243K	Sell
2023 Q3	$231K	Buy