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Sowell Financial Services’s U-Haul Holding Co UHAL Stock Holding History

Sowell Financial Services’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,320
Closed -$631K – 2591
2021
Q1 		$631K Buy
10,320
+30
+0.3% +$1.6K 0.02% 557
2020
Q4 		$467K Buy
10,290
+3,200
+45% +$127K 0.02% 543
2020
Q3 		$252K Sell
7,090
-180
-2% -$6.13K 0.01% 663
2020
Q2 		$220K Sell
7,270
-220
-3% -$6.45K 0.01% 683
2020
Q1 		$218K Buy
7,490
+670
+10% +$22.6K 0.02% 626
2019
Q4 		$256K Buy
6,820
+1,300
+24% +$49.3K 0.02% 638
2019
Q3 		$215K Buy
+5,520
New +$204K 0.02% 620

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