Stratos Wealth Partners’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 | $210K | Hold |
3,861
| – | – | ﹤0.01% | 1317 |
|
|
2025
Q1 | $228K | Sell |
3,861
-939
| -20% | -$55.6K | ﹤0.01% | 1222 |
|
|
2024
Q4 | $307K | Sell |
4,800
-162
| -3% | -$10.4K | ﹤0.01% | 1140 |
|
|
2024
Q3 | $357K | Buy |
+4,962
| New | +$357K | 0.01% | 1065 |
|
|
2024
Q2 | – | Sell |
-3,092
| Closed | -$206K | – | 1447 |
|
|
2024
Q1 | $206K | Buy |
3,092
+5
| +0.2% | +$333 | ﹤0.01% | 1278 |
|
|
2023
Q4 | $217K | Buy |
+3,087
| New | +$217K | ﹤0.01% | 1236 |
|