LPL Financial’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 | $1.99M | Buy |
36,648
+2,917
| +9% | +$159K | ﹤0.01% | 3101 |
|
|
2025
Q1 | $2M | Sell |
33,731
-4,972
| -13% | -$294K | ﹤0.01% | 2935 |
|
|
2024
Q4 | $2.48M | Buy |
38,703
+371
| +1% | +$23.8K | ﹤0.01% | 2659 |
|
|
2024
Q3 | $2.76M | Buy |
38,332
+1,583
| +4% | +$114K | ﹤0.01% | 2418 |
|
|
2024
Q2 | $2.21M | Buy |
36,749
+1,908
| +5% | +$115K | ﹤0.01% | 2498 |
|
|
2024
Q1 | $2.32M | Sell |
34,841
-423
| -1% | -$28.2K | ﹤0.01% | 2403 |
|
|
2023
Q4 | $2.48M | Buy |
35,264
+2,883
| +9% | +$203K | ﹤0.01% | 2217 |
|
|
2023
Q3 | $1.7M | Buy |
32,381
+5,200
| +19% | +$272K | ﹤0.01% | 2429 |
|
|
2023
Q2 | $1.38M | Buy |
27,181
+3,862
| +17% | +$196K | ﹤0.01% | 2575 |
|
|
2023
Q1 | $1.21M | Sell |
23,319
-127
| -0.5% | -$6.59K | ﹤0.01% | 2591 |
|
|
2022
Q4 | $1.29M | Buy |
+23,446
| New | +$1.29M | ﹤0.01% | 2439 |
|