Proficio Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,991
| Closed | -$1.3M | – | 337 |
|
|
2024
Q2 | $1.3M | Sell |
20,991
-336
| -2% | -$20.7K | 0.14% | 92 |
|
|
2024
Q1 | $1.44M | Buy |
21,327
+6,435
| +43% | +$435K | 0.16% | 87 |
|
|
2023
Q4 | $1.07M | Hold |
14,892
| – | – | 0.13% | 86 |
|
|
2023
Q3 | $813K | Hold |
14,892
| – | – | 0.11% | 102 |
|
|
2023
Q2 | $824K | Buy |
+14,892
| New | +$824K | 0.11% | 101 |
|
|
2021
Q1 | – | Sell |
-43,540
| Closed | -$1.98M | – | 283 |
|
|
2020
Q4 | $1.98M | Hold |
43,540
| – | – | 0.31% | 55 |
|
|
2020
Q3 | $1.55M | Sell |
43,540
-40
| -0.1% | -$1.42K | 0.27% | 56 |
|
|
2020
Q2 | $1.32M | Sell |
43,580
-60
| -0.1% | -$1.81K | 0.27% | 51 |
|
|
2020
Q1 | $1.1M | Buy |
43,640
+15,800
| +57% | +$400K | 0.28% | 55 |
|
|
2019
Q4 | $1.05M | Buy |
+27,840
| New | +$1.05M | 0.3% | 55 |
|
|
2019
Q3 | – | Sell |
-1,150
| Closed | -$44K | – | 1451 |
|
|
2019
Q2 | $44K | Buy |
1,150
+40
| +4% | +$1.53K | 0.02% | 421 |
|
|
2019
Q1 | $41K | Buy |
1,110
+690
| +164% | +$25.5K | 0.01% | 413 |
|
|
2018
Q4 | $14K | Sell |
420
-710
| -63% | -$23.7K | 0.01% | 651 |
|
|
2018
Q3 | $40K | Hold |
1,130
| – | – | 0.01% | 403 |
|
|
2018
Q2 | $40K | Hold |
1,130
| – | – | 0.02% | 412 |
|
|
2018
Q1 | $39K | Buy |
1,130
+390
| +53% | +$13.5K | 0.01% | 415 |
|
|
2017
Q4 | $28K | Buy |
740
+140
| +23% | +$5.3K | 0.01% | 490 |
|
|
2017
Q3 | $22K | Hold |
600
| – | – | 0.01% | 569 |
|
|
2017
Q2 | $24K | Sell |
600
-530
| -47% | -$21.2K | 0.01% | 555 |
|
|
2017
Q1 | $44K | Buy |
1,130
+720
| +176% | +$28K | 0.02% | 415 |
|
|
2016
Q4 | $15K | Buy |
410
+200
| +95% | +$7.32K | 0.01% | 526 |
|
|
2016
Q3 | $7K | Sell |
210
-290
| -58% | -$9.67K | ﹤0.01% | 659 |
|
|
2016
Q2 | $20K | Buy |
500
+430
| +614% | +$17.2K | 0.01% | 428 |
|
|
2016
Q1 | $3K | Sell |
70
-30
| -30% | -$1.29K | ﹤0.01% | 676 |
|
|
2015
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 500 |
|