Advisor Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.17M | Sell |
92,443
-605
| -0.7% | -$14.2K | 0.02% | 770 |
|
|
2019
Q3 | $2.2M | Buy |
93,048
+609
| +0.7% | +$14.4K | 0.02% | 720 |
|
|
2019
Q2 | $2.71M | Buy |
92,439
+4,435
| +5% | +$130K | 0.02% | 629 |
|
|
2019
Q1 | $2.11M | Buy |
88,004
+3,357
| +4% | +$80.4K | 0.02% | 694 |
|
|
2018
Q4 | $2.15M | Buy |
84,647
+48,340
| +133% | +$1.23M | 0.02% | 607 |
|
|
2018
Q3 | $934K | Buy |
36,307
+10,507
| +41% | +$270K | 0.01% | 1028 |
|
|
2018
Q2 | $587K | Sell |
25,800
-1,750
| -6% | -$39.8K | 0.01% | 1197 |
|
|
2018
Q1 | $699K | Sell |
27,550
-15,391
| -36% | -$391K | 0.01% | 1085 |
|
|
2017
Q4 | $1.13M | Buy |
42,941
+15,279
| +55% | +$401K | 0.02% | 816 |
|
|
2017
Q3 | $731K | Sell |
27,662
-719
| -3% | -$19K | 0.01% | 984 |
|
|
2017
Q2 | $877K | Sell |
28,381
-1,120
| -4% | -$34.6K | 0.02% | 815 |
|
|
2017
Q1 | $685K | Buy |
29,501
+2,432
| +9% | +$56.5K | 0.01% | 895 |
|
|
2016
Q4 | $622K | Sell |
27,069
-7,365
| -21% | -$169K | 0.01% | 884 |
|
|
2016
Q3 | $796K | Buy |
34,434
+2,880
| +9% | +$66.6K | 0.02% | 727 |
|
|
2016
Q2 | $724K | Buy |
+31,554
| New | +$724K | 0.02% | 734 |
|