Stifel Financial’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
2022
Q4
Sell
-34,640
Closed -$1.76M 3379
2022
Q3
$1.76M Sell
34,640
-500
-1% -$25.5K ﹤0.01% 1565
2022
Q2
$1.68M Sell
35,140
-3,450
-9% -$165K ﹤0.01% 1610
2022
Q1
$2.3M Sell
38,590
-420
-1% -$25.1K ﹤0.01% 1516
2021
Q4
$2.83M Buy
39,010
+1,280
+3% +$93K ﹤0.01% 1385
2021
Q3
$2.44M Buy
37,730
+2,230
+6% +$144K ﹤0.01% 1446
2021
Q2
$2.09M Buy
35,500
+25,890
+269% +$1.53M ﹤0.01% 1578
2021
Q1
$588K Sell
9,610
-4,980
-34% -$305K ﹤0.01% 2380
2020
Q4
$663K Sell
14,590
-300
-2% -$13.6K ﹤0.01% 2137
2020
Q3
$530K Sell
14,890
-3,030
-17% -$108K ﹤0.01% 2053
2020
Q2
$541K Sell
17,920
-640
-3% -$19.3K ﹤0.01% 1990
2020
Q1
$539K Sell
18,560
-2,050
-10% -$59.5K ﹤0.01% 1817
2019
Q4
$777K Buy
20,610
+1,880
+10% +$70.9K ﹤0.01% 2001
2019
Q3
$729K Sell
18,730
-15,130
-45% -$589K ﹤0.01% 1950
2019
Q2
$1.28M Buy
33,860
+12,850
+61% +$487K ﹤0.01% 1647
2019
Q1
$779K Buy
21,010
+340
+2% +$12.6K ﹤0.01% 1811
2018
Q4
$678K Sell
20,670
-920
-4% -$30.2K ﹤0.01% 1781
2018
Q3
$765K Buy
21,590
+60
+0.3% +$2.13K ﹤0.01% 1850
2018
Q2
$764K Buy
21,530
+1,640
+8% +$58.2K ﹤0.01% 1792
2018
Q1
$683K Buy
19,890
+5,550
+39% +$191K ﹤0.01% 1790
2017
Q4
$542K Buy
14,340
+10
+0.1% +$378 ﹤0.01% 1866
2017
Q3
$532K Buy
14,330
+3,990
+39% +$148K ﹤0.01% 1849
2017
Q2
$377K Buy
10,340
+10
+0.1% +$365 ﹤0.01% 2022
2017
Q1
$391K Buy
+10,330
New +$391K ﹤0.01% 1952
2016
Q4
Sell
-8,160
Closed -$265K 2552
2016
Q3
$265K Sell
8,160
-49,180
-86% -$1.6M ﹤0.01% 2049
2016
Q2
$2.15M Buy
57,340
+23,860
+71% +$893K 0.01% 960
2016
Q1
$1.2M Sell
33,480
-6,680
-17% -$239K 0.01% 1149
2015
Q4
$1.56M Buy
40,160
+460
+1% +$17.9K 0.01% 1082
2015
Q3
$1.56M Buy
39,700
+4,190
+12% +$165K 0.01% 1026
2015
Q2
$1.16M Sell
35,510
-5,190
-13% -$170K 0.01% 1287
2015
Q1
$1.34M Sell
40,700
-460
-1% -$15.2K 0.01% 1141
2014
Q4
$1.17M Buy
41,160
+4,970
+14% +$141K 0.01% 1185
2014
Q3
$947K Sell
36,190
-3,460
-9% -$90.5K 0.01% 1162
2014
Q2
$1.15M Sell
39,650
-14,660
-27% -$426K 0.01% 1045
2014
Q1
$1.26M Buy
+54,310
New +$1.26M 0.01% 939