LPL Financial’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $779K | Buy |
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|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $4.82M | Buy |
|
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $495K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $639K | Sell |
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|
2021
Q1 | $809K | Sell |
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|
2020
Q4 | $623K | Buy |
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|
2020
Q3 | $445K | Buy |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $232K | Buy |
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|
2019
Q4 | $281K | Sell |
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|
2019
Q3 | $595K | Buy |
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|
2019
Q2 | $344K | Hold |
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|
2019
Q1 | $337K | Hold |
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|
2018
Q4 | $298K | Buy |
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|
2018
Q3 | $309K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $219K | Sell |
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|
2017
Q3 | $456K | Buy |
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|
2017
Q2 | $206K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $233K | Buy |
|
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $650K | Buy |
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|
2015
Q3 | $360K | Buy |
|