Enterprise Financial Services Corp (EFSC)’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-323
| Closed | -$8K | – | 746 |
|
|
2021
Q2 | $8K | Hold |
323
| – | – | ﹤0.01% | 817 |
|
|
2021
Q1 | $7K | Hold |
323
| – | – | ﹤0.01% | 846 |
|
|
2020
Q4 | $5K | Sell |
323
-82
| -20% | -$1.27K | ﹤0.01% | 878 |
|
|
2020
Q3 | $7K | Buy |
+405
| New | +$7K | ﹤0.01% | 764 |
|
|
2020
Q2 | – | Sell |
-76
| Closed | -$1K | – | 1321 |
|
|
2020
Q1 | $1K | Buy |
76
+32
| +73% | +$421 | ﹤0.01% | 1157 |
|
|
2019
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 1073 |
|
|
2019
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 1064 |
|
|
2019
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 1121 |
|
|
2018
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 917 |
|
|
2018
Q3 | $1K | Sell |
44
-40
| -48% | -$909 | ﹤0.01% | 987 |
|
|
2018
Q2 | $2K | Hold |
84
| – | – | ﹤0.01% | 863 |
|
|
2018
Q1 | $2K | Hold |
84
| – | – | ﹤0.01% | 835 |
|
|
2017
Q4 | $2K | Sell |
84
-38
| -31% | -$905 | ﹤0.01% | 813 |
|
|
2017
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 776 |
|
|
2017
Q2 | $4K | Sell |
122
-107
| -47% | -$3.51K | ﹤0.01% | 741 |
|
|
2017
Q1 | $5K | Sell |
229
-43
| -16% | -$939 | ﹤0.01% | 762 |
|
|
2016
Q4 | $6K | Buy |
272
+39
| +17% | +$860 | ﹤0.01% | 711 |
|
|
2016
Q3 | $5K | Hold |
233
| – | – | ﹤0.01% | 723 |
|
|
2016
Q2 | $5K | Hold |
233
| – | – | ﹤0.01% | 702 |
|
|
2016
Q1 | $6K | Sell |
233
-162
| -41% | -$4.17K | ﹤0.01% | 662 |
|
|
2015
Q4 | $13K | Hold |
395
| – | – | 0.01% | 499 |
|
|
2015
Q3 | $14K | Hold |
395
| – | – | 0.01% | 466 |
|
|
2015
Q2 | $12K | Hold |
395
| – | – | 0.01% | 524 |
|
|
2015
Q1 | $13K | Sell |
395
-4,000
| -91% | -$132K | 0.01% | 530 |
|
|
2014
Q4 | $148K | Hold |
4,395
| – | – | 0.09% | 142 |
|
|
2014
Q3 | $136K | Hold |
4,395
| – | – | 0.09% | 143 |
|
|
2014
Q2 | $147K | Hold |
4,395
| – | – | 0.09% | 141 |
|
|
2014
Q1 | $133K | Buy |
4,395
+162
| +4% | +$4.9K | 0.08% | 142 |
|
|
2013
Q4 | $123K | Sell |
4,233
-58
| -1% | -$1.69K | 0.07% | 151 |
|
|
2013
Q3 | $114K | Buy |
4,291
+98
| +2% | +$2.6K | 0.07% | 152 |
|
|
2013
Q2 | $116K | Buy |
+4,193
| New | +$116K | 0.08% | 140 |
|