Paloma Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,670
| Closed | -$338K | – | 1283 |
|
|
2022
Q1 | $338K | Sell |
5,670
-3,310
| -37% | -$197K | 0.01% | 776 |
|
|
2021
Q4 | $652K | Buy |
+8,980
| New | +$652K | 0.01% | 763 |
|
|
2021
Q2 | – | Sell |
-11,110
| Closed | -$681K | – | 1990 |
|
|
2021
Q1 | $681K | Buy |
+11,110
| New | +$681K | 0.01% | 758 |
|
|
2020
Q4 | – | Sell |
-12,770
| Closed | -$455K | – | 1960 |
|
|
2020
Q3 | $455K | Sell |
12,770
-16,230
| -56% | -$578K | 0.01% | 1092 |
|
|
2020
Q2 | $876K | Buy |
+29,000
| New | +$876K | 0.02% | 869 |
|
|
2018
Q2 | – | Sell |
-9,000
| Closed | -$311K | – | 1655 |
|
|
2018
Q1 | $311K | Buy |
+9,000
| New | +$311K | ﹤0.01% | 1126 |
|
|
2017
Q3 | – | Sell |
-5,730
| Closed | -$210K | – | 1755 |
|
|
2017
Q2 | $210K | Sell |
5,730
-22,800
| -80% | -$836K | ﹤0.01% | 1456 |
|
|
2017
Q1 | $1.09M | Sell |
28,530
-900
| -3% | -$34.3K | 0.01% | 772 |
|
|
2016
Q4 | $1.09M | Buy |
29,430
+13,430
| +84% | +$496K | 0.01% | 742 |
|
|
2016
Q3 | $519K | Sell |
16,000
-13,380
| -46% | -$434K | 0.01% | 942 |
|
|
2016
Q2 | $1.1M | Buy |
29,380
+5,380
| +22% | +$202K | 0.01% | 740 |
|
|
2016
Q1 | $858K | Buy |
+24,000
| New | +$858K | 0.01% | 656 |
|
|
2015
Q4 | – | Sell |
-67,000
| Closed | -$2.64M | – | 1560 |
|
|
2015
Q3 | $2.64M | Buy |
+67,000
| New | +$2.64M | 0.06% | 147 |
|
|
2013
Q3 | – | Sell |
-240,840
| Closed | -$3.9M | – | 1176 |
|
|
2013
Q2 | $3.9M | Buy |
+240,840
| New | +$3.9M | 0.22% | 97 |
|