LRI Investments’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	$156K	Buy	2,866 +7	+0.2%	+$381	0.01%	336
2025 Q1	$169K	Sell	2,859 -750	-21%	-$44.4K	0.02%	298
2024 Q4	$231K	Hold	3,609	–	–	0.02%	240
2024 Q3	$226K	Buy	3,609 +143	+4%	+$8.94K	0.02%	253
2024 Q2	$208K	Buy	+3,466	New	+$208K	0.02%	244