Lpl Financial LLC Amerco Transaction History

Lpl Financial LLC

$246 Billion
Q1 2025

A detailed history of Lpl Financial LLC transactions in Amerco stock. As of the latest transaction made, Lpl Financial LLC holds 5,629 shares of UHAL stock, worth $348,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,629

Previous 69,750 91.93%

Holding current value

$348,941

Previous $4.82 Million 92.38%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$62.22 - $74.71 $3.99 Million - $4.79 Million	-64,121 Reduced 91.93%	5,629 $367,000
Q4 2024 Feb 11, 2025	BUY	$67.46 - $78.4 $4.38 Million - $5.09 Million	64,965 Added 1357.68%	69,750 $4.82 Million
Q3 2024 Nov 08, 2024	BUY	$59.88 - $77.88 $6,047 - $7,865	101 Added 2.16%	4,785 $370,000
Q2 2024 Aug 07, 2024	SELL	$61.73 - $69.11 $11,234 - $12,578	-182 Reduced 3.74%	4,684 $289,000
Q1 2024 May 10, 2024	BUY	$62.19 - $71.11 $34,950 - $39,963	562 Added 13.06%	4,866 $328,000
Q4 2023 Feb 14, 2024	SELL	$48.72 - $72.27 $232,345 - $344,655	-4,769 Reduced 52.56%	4,304 $309,000
Q3 2023 Nov 13, 2023	BUY	$54.57 - $62.1 $495,113 - $563,433	9,073 New	9,073 $495,000
Q3 2022 Nov 14, 2022	BUY	$465.85 - $590.65 $67,548 - $85,644	145 Added 6.88%	2,254 $1.15 Million
Q2 2022 Aug 12, 2022	BUY	$451.67 - $584.21 $96,205 - $124,436	213 Added 11.23%	2,109 $1.01 Million
Q1 2022 May 16, 2022	SELL	$556.91 - $725.62 $18,934 - $24,671	-34 Reduced 1.76%	1,896 $1.13 Million
Q4 2021 Feb 14, 2022	BUY	$651.33 - $759.25 $153,713 - $179,183	236 Added 13.93%	1,930 $1.4 Million
Q3 2021 Nov 15, 2021	BUY	$559.1 - $673.74 $341,051 - $410,981	610 Added 56.27%	1,694 $1.09 Million
Q2 2021 Aug 13, 2021	SELL	$526.51 - $632.0 $124,256 - $149,152	-236 Reduced 17.88%	1,084 $639,000
Q1 2021 May 14, 2021	SELL	$444.7 - $619.41 $23,569 - $32,828	-53 Reduced 3.86%	1,320 $809,000
Q4 2020 Feb 12, 2021	BUY	$345.56 - $453.96 $42,158 - $55,383	122 Added 9.75%	1,373 $623,000
Q3 2020 Nov 09, 2020	BUY	$291.54 - $378.3 $147,227 - $191,041	505 Added 67.69%	1,251 $445,000
Q2 2020 Aug 13, 2020	SELL	$250.97 - $347.06 $13,552 - $18,741	-54 Reduced 6.75%	746 $225,000
Q1 2020 May 14, 2020	BUY	$241.61 - $386.51 $12,563 - $20,098	52 Added 6.95%	800 $232,000
Q4 2019 Feb 14, 2020	SELL	$352.84 - $424.5 $274,509 - $330,261	-778 Reduced 50.98%	748 $281,000
Q3 2019 Nov 13, 2019	BUY	$340.21 - $395.2 $210,249 - $244,233	618 Added 68.06%	1,526 $595,000
Q4 2018 Feb 07, 2019	BUY	$318.82 - $353.7 $13,709 - $15,209	43 Added 4.97%	908 $298,000
Q3 2018 Nov 14, 2018	BUY	$346.29 - $383.52 $299,540 - $331,744	865 New	865 $309,000
Q1 2018 May 15, 2018	SELL	$328.46 - $384.0 $190,506 - $222,720	-580 Closed	0 $0
Q4 2017 Feb 14, 2018	SELL	$352.72 - $396.17 $224,682 - $252,360	-637 Reduced 52.34%	580 $219,000
Q3 2017 Nov 14, 2017	BUY	$355.54 - $396.3 $232,878 - $259,576	655 Added 116.55%	1,217 $456,000
Q2 2017 Aug 14, 2017	BUY	N/A	562	562 $206,000

Others Institutions Holding UHAL

# of Institutions

226

Shares Held

6.83M

Call Options Held

9.7K

Put Options Held

18.6K

View Full List

About AMERCO

Ticker UHAL
Exchange NASDAQ
Sector Industrials
Industry Rental & Leasing Services
Shares Outstandng 19,607,800
Market Cap $1.22B
Description
AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company's Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towin...

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Lpl Financial LLC Amerco Transaction History