Zeke Capital Advisors’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 |
-13,060
| Closed | -$665K | – | 544 |
|
|
2022
Q3 | $665K | Sell |
13,060
-1,600
| -11% | -$81.5K | 0.05% | 168 |
|
|
2022
Q2 | $701K | Buy |
14,660
+7,380
| +101% | +$353K | 0.05% | 168 |
|
|
2022
Q1 | $435K | Buy |
7,280
+1,170
| +19% | +$69.9K | 0.02% | 260 |
|
|
2021
Q4 | $444K | Sell |
6,110
-2,230
| -27% | -$162K | 0.03% | 166 |
|
|
2021
Q3 | $539K | Sell |
8,340
-2,300
| -22% | -$149K | 0.03% | 138 |
|
|
2021
Q2 | $627K | Hold |
10,640
| – | – | 0.04% | 125 |
|
|
2021
Q1 | $652K | Buy |
10,640
+800
| +8% | +$49K | 0.05% | 114 |
|
|
2020
Q4 | $447K | Sell |
9,840
-2,810
| -22% | -$128K | 0.04% | 131 |
|
|
2020
Q3 | $450K | Sell |
12,650
-600
| -5% | -$21.3K | 0.05% | 118 |
|
|
2020
Q2 | $400K | Hold |
13,250
| – | – | 0.08% | 115 |
|
|
2020
Q1 | $385K | Sell |
13,250
-64,410
| -83% | -$1.87M | 0.11% | 113 |
|
|
2019
Q4 | $2.92M | Sell |
77,660
-140
| -0.2% | -$5.26K | 0.24% | 80 |
|
|
2019
Q3 | $3.04M | Hold |
77,800
| – | – | 0.27% | 77 |
|
|
2019
Q2 | $2.95M | Buy |
77,800
+1,600
| +2% | +$60.6K | 0.28% | 76 |
|
|
2019
Q1 | $2.83M | Buy |
76,200
+38,230
| +101% | +$1.42M | 0.26% | 78 |
|
|
2018
Q4 | $1.25M | Buy |
+37,970
| New | +$1.25M | 0.12% | 157 |
|