Raymond James Financial Services Advisors’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
Q1 | – | Sell |
-3,905
| Closed | -$280K | – | 3487 |
|
|
2023
Q4 | $280K | Sell |
3,905
-32
| -0.8% | -$2.3K | ﹤0.01% | 2777 |
|
|
2023
Q3 | $215K | Sell |
3,937
-16
| -0.4% | -$873 | ﹤0.01% | 2882 |
|
|
2023
Q2 | $219K | Sell |
3,953
-808
| -17% | -$44.7K | ﹤0.01% | 2867 |
|
|
2023
Q1 | $284K | Sell |
4,761
-409
| -8% | -$24.4K | ﹤0.01% | 2668 |
|
|
2022
Q4 | $311K | Sell |
5,170
-4,980
| -49% | -$300K | ﹤0.01% | 2554 |
|
|
2022
Q3 | $517K | Buy |
10,150
+220
| +2% | +$11.2K | ﹤0.01% | 2229 |
|
|
2022
Q2 | $475K | Sell |
9,930
-1,060
| -10% | -$50.7K | ﹤0.01% | 2305 |
|
|
2022
Q1 | $656K | Sell |
10,990
-1,640
| -13% | -$97.9K | ﹤0.01% | 2211 |
|
|
2021
Q4 | $917K | Buy |
12,630
+440
| +4% | +$31.9K | ﹤0.01% | 2027 |
|
|
2021
Q3 | $788K | Buy |
12,190
+1,000
| +9% | +$64.6K | ﹤0.01% | 2114 |
|
|
2021
Q2 | $660K | Buy |
11,190
+660
| +6% | +$38.9K | ﹤0.01% | 2198 |
|
|
2021
Q1 | $645K | Buy |
10,530
+850
| +9% | +$52.1K | ﹤0.01% | 2124 |
|
|
2020
Q4 | $439K | Sell |
9,680
-2,100
| -18% | -$95.2K | ﹤0.01% | 2219 |
|
|
2020
Q3 | $419K | Buy |
11,780
+1,770
| +18% | +$63K | ﹤0.01% | 2083 |
|
|
2020
Q2 | $302K | Buy |
10,010
+2,370
| +31% | +$71.5K | ﹤0.01% | 2226 |
|
|
2020
Q1 | $222K | Buy |
+7,640
| New | +$222K | ﹤0.01% | 2005 |
|