BB&T Securities’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
Q3 | $308K | Buy |
+13,019
| New | +$308K | ﹤0.01% | 1300 |
|
|
2017
Q4 | – | Sell |
-8,900
| Closed | -$235K | – | 1464 |
|
|
2017
Q3 | $235K | Hold |
8,900
| – | – | ﹤0.01% | 1222 |
|
|
2017
Q2 | $275K | Sell |
8,900
-2,700
| -23% | -$83.4K | ﹤0.01% | 1171 |
|
|
2017
Q1 | $270K | Sell |
11,600
-26,311
| -69% | -$612K | ﹤0.01% | 1075 |
|
|
2016
Q4 | $876K | Buy |
37,911
+2,550
| +7% | +$58.9K | 0.01% | 651 |
|
|
2016
Q3 | $819K | Buy |
35,361
+8,347
| +31% | +$193K | 0.01% | 673 |
|
|
2016
Q2 | $621K | Buy |
27,014
+4,749
| +21% | +$109K | 0.01% | 731 |
|
|
2016
Q1 | $588K | Buy |
22,265
+10,548
| +90% | +$279K | 0.01% | 717 |
|
|
2015
Q4 | $390K | Buy |
11,717
+1,720
| +17% | +$57.3K | 0.01% | 812 |
|
|
2015
Q3 | $361K | Buy |
9,997
+8
| +0.1% | +$289 | 0.01% | 794 |
|
|
2015
Q2 | $296K | Buy |
9,989
+390
| +4% | +$11.6K | 0.01% | 900 |
|
|
2015
Q1 | $3.08M | Buy |
9,599
+139
| +1% | +$44.6K | 0.01% | 868 |
|
|
2014
Q4 | $3.19M | Sell |
9,460
-467
| -5% | -$157K | 0.01% | 869 |
|
|
2014
Q3 | $3.08M | Buy |
9,927
+800
| +9% | +$248K | 0.01% | 840 |
|
|
2014
Q2 | $3.06M | Buy |
9,127
+625
| +7% | +$209K | 0.01% | 812 |
|
|
2014
Q1 | $2.57M | Buy |
+8,502
| New | +$2.57M | 0.01% | 786 |
|