Raymond James & Associates’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 | $646K | Sell |
8,343
-5
| -0.1% | -$387 | ﹤0.01% | 2944 |
|
|
2024
Q2 | $515K | Buy |
8,348
+3,236
| +63% | +$200K | ﹤0.01% | 3037 |
|
|
2024
Q1 | $345K | Buy |
5,112
+2,307
| +82% | +$156K | ﹤0.01% | 3276 |
|
|
2023
Q4 | $201K | Buy |
+2,805
| New | +$201K | ﹤0.01% | 3492 |
|
|
2022
Q1 | – | Sell |
-10,060
| Closed | -$731K | – | 4066 |
|
|
2021
Q4 | $731K | Buy |
10,060
+80
| +0.8% | +$5.81K | ﹤0.01% | 2819 |
|
|
2021
Q3 | $645K | Buy |
+9,980
| New | +$645K | ﹤0.01% | 2871 |
|
|
2020
Q2 | – | Sell |
-16,090
| Closed | -$467K | – | 3524 |
|
|
2020
Q1 | $467K | Buy |
16,090
+3,250
| +25% | +$94.3K | ﹤0.01% | 2457 |
|
|
2019
Q4 | $483K | Buy |
12,840
+2,510
| +24% | +$94.4K | ﹤0.01% | 2747 |
|
|
2019
Q3 | $403K | Buy |
10,330
+880
| +9% | +$34.3K | ﹤0.01% | 2797 |
|
|
2019
Q2 | $358K | Sell |
9,450
-580
| -6% | -$22K | ﹤0.01% | 2883 |
|
|
2019
Q1 | $373K | Buy |
10,030
+740
| +8% | +$27.5K | ﹤0.01% | 2847 |
|
|
2018
Q4 | $305K | Buy |
9,290
+3,220
| +53% | +$106K | ﹤0.01% | 2854 |
|
|
2018
Q3 | $216K | Buy |
6,070
+90
| +2% | +$3.2K | ﹤0.01% | 3232 |
|
|
2018
Q2 | $213K | Sell |
5,980
-1,180
| -16% | -$42K | ﹤0.01% | 3210 |
|
|
2018
Q1 | $247K | Buy |
7,160
+230
| +3% | +$7.93K | ﹤0.01% | 3002 |
|
|
2017
Q4 | $262K | Buy |
6,930
+610
| +10% | +$23.1K | ﹤0.01% | 2890 |
|
|
2017
Q3 | $237K | Buy |
6,320
+100
| +2% | +$3.75K | ﹤0.01% | 2919 |
|
|
2017
Q2 | $228K | Buy |
+6,220
| New | +$228K | ﹤0.01% | 2880 |
|
|
2016
Q3 | – | Sell |
-22,660
| Closed | -$849K | – | 3141 |
|
|
2016
Q2 | $849K | Buy |
22,660
+3,830
| +20% | +$143K | ﹤0.01% | 1823 |
|
|
2016
Q1 | $673K | Buy |
+18,830
| New | +$673K | ﹤0.01% | 1883 |
|