Proficio Capital Partners’s U-Haul Holding Co UHAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20,991	Closed	-$1.3M	–	337
2024 Q2	$1.3M	Sell	20,991 -336	-2%	-$21.9K	0.14%	92
2024 Q1	$1.44M	Buy	21,327 +6,435	+43%	+$425K	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	+$874K	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%	-$1.36K	0.27%	56
2020 Q2	$1.32M	Sell	43,580 -60	-0.1%	-$1.76K	0.27%	51
2020 Q1	$1.1M	Buy	43,640 +15,800	+57%	+$534K	0.28%	55
2019 Q4	$1.05M	Buy	+27,840	New	+$1.06M	0.3%	55
2019 Q3	–	Sell	-1,150	Closed	-$44K	–	1447
2019 Q2	$44K	Buy	1,150 +40	+4%	+$1.52K	0.02%	421
2019 Q1	$41K	Buy	1,110 +690	+164%	+$25.1K	0.01%	413
2018 Q4	$14K	Sell	420 -710	-63%	-$24K	0.01%	652
2018 Q3	$40K	Hold	1,130	–	–	0.01%	406
2018 Q2	$40K	Hold	1,130	–	–	0.02%	414
2018 Q1	$39K	Buy	1,130 +390	+53%	+$13.9K	0.01%	417
2017 Q4	$28K	Buy	740 +140	+23%	+$5.24K	0.01%	491
2017 Q3	$22K	Hold	600	–	–	0.01%	569
2017 Q2	$24K	Sell	600 -530	-47%	-$19.2K	0.01%	556
2017 Q1	$44K	Buy	1,130 +720	+176%	+$27.1K	0.02%	415
2016 Q4	$15K	Buy	410 +200	+95%	+$6.86K	0.01%	527
2016 Q3	$7K	Sell	210 -290	-58%	-$10.4K	﹤0.01%	661
2016 Q2	$20K	Buy	500 +430	+614%	+$15.5K	0.01%	428
2016 Q1	$3K	Sell	70 -30	-30%	-$1.04K	﹤0.01%	676
2015 Q4	$4K	Buy	+100	New	+$4.04K	﹤0.01%	501