Steward Partners Investment Advisory’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
2025 Q2	$18.7K	Hold	344	–	–	﹤0.01%	2947
2025 Q1	$20.4K	Hold	344	–	–	﹤0.01%	2797
2024 Q4	$22K	Buy	344 +109	+46%	+$6.99K	﹤0.01%	2745
2024 Q3	$16.9K	Buy	+235	New	+$16.9K	﹤0.01%	2727