Raymond James & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.34M | Buy |
60,258
+47,469
| +371% | +$3.42M | ﹤0.01% | 1750 |
|
|
2024
Q2 | $768K | Buy |
12,789
+2,199
| +21% | +$132K | ﹤0.01% | 2793 |
|
|
2024
Q1 | $706K | Buy |
10,590
+979
| +10% | +$65.3K | ﹤0.01% | 2817 |
|
|
2023
Q4 | $677K | Buy |
9,611
+458
| +5% | +$32.3K | ﹤0.01% | 2750 |
|
|
2023
Q3 | $480K | Sell |
9,153
-7,663
| -46% | -$401K | ﹤0.01% | 2911 |
|
|
2023
Q2 | $852K | Buy |
16,816
+4,353
| +35% | +$221K | ﹤0.01% | 2562 |
|
|
2023
Q1 | $646K | Buy |
+12,463
| New | +$646K | ﹤0.01% | 2740 |
|