Stifel Financial’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
$986K Sell
18,136
-666
-4% -$36.2K ﹤0.01% 2340
2025
Q1
$1.11M Sell
18,802
-864
-4% -$51.1K ﹤0.01% 2156
2024
Q4
$1.26M Sell
19,666
-510
-3% -$32.7K ﹤0.01% 2104
2024
Q3
$1.45M Sell
20,176
-2,578
-11% -$186K ﹤0.01% 1985
2024
Q2
$1.37M Sell
22,754
-481
-2% -$28.9K ﹤0.01% 1973
2024
Q1
$1.55M Sell
23,235
-1,025
-4% -$68.3K ﹤0.01% 1912
2023
Q4
$1.71M Sell
24,260
-1,480
-6% -$104K ﹤0.01% 1785
2023
Q3
$1.35M Sell
25,740
-26,323
-51% -$1.38M ﹤0.01% 1843
2023
Q2
$2.64M Buy
52,063
+18,420
+55% +$933K ﹤0.01% 1429
2023
Q1
$1.74M Buy
33,643
+2,338
+7% +$121K ﹤0.01% 1667
2022
Q4
$1.72M Buy
+31,305
New +$1.72M ﹤0.01% 1625