LPL Financial’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 | $387K | Buy |
6,382
+753
| +13% | +$45.6K | ﹤0.01% | 4500 |
|
|
2025
Q1 | $368K | Sell |
5,629
-64,121
| -92% | -$4.19M | ﹤0.01% | 4350 |
|
|
2024
Q4 | $4.82M | Buy |
69,750
+64,965
| +1,358% | +$4.49M | ﹤0.01% | 2101 |
|
|
2024
Q3 | $371K | Buy |
4,785
+101
| +2% | +$7.83K | ﹤0.01% | 4184 |
|
|
2024
Q2 | $289K | Sell |
4,684
-182
| -4% | -$11.2K | ﹤0.01% | 4213 |
|
|
2024
Q1 | $329K | Buy |
4,866
+562
| +13% | +$38K | ﹤0.01% | 4064 |
|
|
2023
Q4 | $309K | Sell |
4,304
-4,769
| -53% | -$342K | ﹤0.01% | 4017 |
|
|
2023
Q3 | $495K | Buy |
+9,073
| New | +$495K | ﹤0.01% | 3462 |
|
|
2022
Q4 | – | Sell |
-22,540
| Closed | -$1.15M | – | 4526 |
|
|
2022
Q3 | $1.15M | Buy |
22,540
+1,450
| +7% | +$73.9K | ﹤0.01% | 2427 |
|
|
2022
Q2 | $1.01M | Buy |
21,090
+2,130
| +11% | +$102K | ﹤0.01% | 2567 |
|
|
2022
Q1 | $1.13M | Sell |
18,960
-340
| -2% | -$20.3K | ﹤0.01% | 2501 |
|
|
2021
Q4 | $1.4M | Buy |
19,300
+2,360
| +14% | +$171K | ﹤0.01% | 2365 |
|
|
2021
Q3 | $1.09M | Buy |
16,940
+6,100
| +56% | +$394K | ﹤0.01% | 2529 |
|
|
2021
Q2 | $639K | Sell |
10,840
-2,360
| -18% | -$139K | ﹤0.01% | 2936 |
|
|
2021
Q1 | $809K | Sell |
13,200
-530
| -4% | -$32.5K | ﹤0.01% | 2584 |
|
|
2020
Q4 | $623K | Buy |
13,730
+1,220
| +10% | +$55.4K | ﹤0.01% | 2551 |
|
|
2020
Q3 | $445K | Buy |
12,510
+5,050
| +68% | +$180K | ﹤0.01% | 2558 |
|
|
2020
Q2 | $225K | Sell |
7,460
-540
| -7% | -$16.3K | ﹤0.01% | 3024 |
|
|
2020
Q1 | $232K | Buy |
8,000
+520
| +7% | +$15.1K | ﹤0.01% | 2690 |
|
|
2019
Q4 | $281K | Sell |
7,480
-7,780
| -51% | -$292K | ﹤0.01% | 2817 |
|
|
2019
Q3 | $595K | Buy |
15,260
+6,180
| +68% | +$241K | ﹤0.01% | 2128 |
|
|
2019
Q2 | $344K | Hold |
9,080
| – | – | ﹤0.01% | 2577 |
|
|
2019
Q1 | $337K | Hold |
9,080
| – | – | ﹤0.01% | 2532 |
|
|
2018
Q4 | $298K | Buy |
9,080
+430
| +5% | +$14.1K | ﹤0.01% | 2460 |
|
|
2018
Q3 | $309K | Buy |
+8,650
| New | +$309K | ﹤0.01% | 2655 |
|
|
2018
Q1 | – | Sell |
-5,800
| Closed | -$219K | – | 3226 |
|
|
2017
Q4 | $219K | Sell |
5,800
-6,370
| -52% | -$241K | ﹤0.01% | 2735 |
|
|
2017
Q3 | $456K | Buy |
12,170
+6,550
| +117% | +$245K | ﹤0.01% | 2007 |
|
|
2017
Q2 | $206K | Buy |
+5,620
| New | +$206K | ﹤0.01% | 2562 |
|
|
2016
Q3 | – | Sell |
-6,250
| Closed | -$233K | – | 2732 |
|
|
2016
Q2 | $233K | Buy |
+6,250
| New | +$233K | ﹤0.01% | 2275 |
|
|
2016
Q1 | – | Sell |
-16,840
| Closed | -$650K | – | 3202 |
|
|
2015
Q4 | $650K | Buy |
16,840
+7,770
| +86% | +$300K | ﹤0.01% | 2009 |
|
|
2015
Q3 | $360K | Buy |
+9,070
| New | +$360K | ﹤0.01% | 2061 |
|