Proficio Capital Partners’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 | $247K | Buy |
4,546
+41
| +0.9% | +$2.23K | 0.02% | 369 |
|
|
2025
Q1 | $267K | Buy |
4,505
+185
| +4% | +$10.9K | 0.02% | 311 |
|
|
2024
Q4 | $277K | Buy |
4,320
+187
| +5% | +$12K | 0.02% | 280 |
|
|
2024
Q3 | $298K | Buy |
4,133
+106
| +3% | +$7.63K | 0.03% | 220 |
|
|
2024
Q2 | $242K | Buy |
4,027
+22
| +0.5% | +$1.32K | 0.03% | 284 |
|
|
2024
Q1 | $267K | Buy |
4,005
+4
| +0.1% | +$267 | 0.03% | 270 |
|
|
2023
Q4 | $282K | Sell |
4,001
-28
| -0.7% | -$1.97K | 0.03% | 237 |
|
|
2023
Q3 | $211K | Sell |
4,029
-21
| -0.5% | -$1.1K | 0.03% | 275 |
|
|
2023
Q2 | $205K | Buy |
+4,050
| New | +$205K | 0.03% | 277 |
|