First Allied Advisory Services’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $464K | Buy |
28,496
+1,817
| +7% | +$29.6K | 0.02% | 741 |
|
|
2020
Q2 | $381K | Buy |
26,679
+5,771
| +28% | +$82.4K | 0.01% | 739 |
|
|
2020
Q1 | $294K | Buy |
20,908
+6,178
| +42% | +$86.9K | 0.01% | 763 |
|
|
2019
Q4 | $346K | Buy |
14,730
+3,708
| +34% | +$87.1K | 0.01% | 866 |
|
|
2019
Q3 | $259K | Sell |
11,022
-732
| -6% | -$17.2K | 0.01% | 971 |
|
|
2019
Q2 | $344K | Sell |
11,754
-314
| -3% | -$9.19K | 0.01% | 821 |
|
|
2019
Q1 | $291K | Sell |
12,068
-183
| -1% | -$4.41K | 0.01% | 885 |
|
|
2018
Q4 | $310K | Buy |
12,251
+3,453
| +39% | +$87.4K | 0.01% | 770 |
|
|
2018
Q3 | $231K | Buy |
+8,798
| New | +$231K | 0.01% | 1021 |
|
|
2018
Q2 | – | Sell |
-10,078
| Closed | -$257K | – | 1185 |
|
|
2018
Q1 | $257K | Sell |
10,078
-562
| -5% | -$14.3K | 0.01% | 940 |
|
|
2017
Q4 | $279K | Buy |
10,640
+1,274
| +14% | +$33.4K | 0.01% | 904 |
|
|
2017
Q3 | $247K | Sell |
9,366
-763
| -8% | -$20.1K | 0.01% | 902 |
|
|
2017
Q2 | $309K | Sell |
10,129
-229
| -2% | -$6.99K | 0.01% | 813 |
|
|
2017
Q1 | $241K | Buy |
10,358
+501
| +5% | +$11.7K | 0.01% | 892 |
|
|
2016
Q4 | $227K | Sell |
9,857
-1,376
| -12% | -$31.7K | 0.01% | 934 |
|
|
2016
Q3 | $260K | Buy |
+11,233
| New | +$260K | 0.01% | 812 |
|
|
2013
Q3 | – | Sell |
-8,500
| Closed | -$238K | – | 1020 |
|
|
2013
Q2 | $238K | Buy |
+8,500
| New | +$238K | 0.02% | 773 |
|