Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,320
| Closed | -$631K | – | 2592 |
|
|
2021
Q1 | $631K | Buy |
10,320
+30
| +0.3% | +$1.83K | 0.02% | 557 |
|
|
2020
Q4 | $467K | Buy |
10,290
+3,200
| +45% | +$145K | 0.02% | 543 |
|
|
2020
Q3 | $252K | Sell |
7,090
-180
| -2% | -$6.4K | 0.01% | 663 |
|
|
2020
Q2 | $220K | Sell |
7,270
-220
| -3% | -$6.66K | 0.01% | 683 |
|
|
2020
Q1 | $218K | Buy |
7,490
+670
| +10% | +$19.5K | 0.02% | 626 |
|
|
2019
Q4 | $256K | Buy |
6,820
+1,300
| +24% | +$48.8K | 0.02% | 638 |
|
|
2019
Q3 | $215K | Buy |
+5,520
| New | +$215K | 0.02% | 620 |
|