Osaic Holdings’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
$443K Buy
6,956
+93
+1% +$5.93K ﹤0.01% 2917
2025
Q1
$406K Sell
6,863
-364
-5% -$21.5K ﹤0.01% 3059
2024
Q4
$463K Sell
7,227
-7,888
-52% -$505K ﹤0.01% 2872
2024
Q3
$1.09M Buy
15,115
+5,509
+57% +$397K ﹤0.01% 2175
2024
Q2
$577K Buy
9,606
+56
+0.6% +$3.36K ﹤0.01% 2652
2024
Q1
$637K Sell
9,550
-1,042
-10% -$69.5K ﹤0.01% 2745
2023
Q4
$746K Sell
10,592
-8,971
-46% -$632K ﹤0.01% 2801
2023
Q3
$1.02M Buy
19,563
+715
+4% +$37.5K ﹤0.01% 2613
2023
Q2
$955K Sell
18,848
-1,457
-7% -$73.8K ﹤0.01% 2554
2023
Q1
$1.05M Sell
20,305
-584
-3% -$30.3K ﹤0.01% 2409
2022
Q4
$1.15M Buy
+20,889
New +$1.15M ﹤0.01% 2249