HL Financial Services’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $683K | Sell |
28,527
-973
| -3% | -$23.9K | 0.01% | 439 |
|
|
2018
Q4 | $748K | Buy |
29,500
+297
| +1% | +$7.93K | 0.01% | 405 |
|
|
2018
Q3 | $752K | Buy |
29,203
+18,739
| +179% | +$475K | 0.01% | 436 |
|
|
2018
Q2 | $238K | Buy |
10,464
+127
| +1% | +$3.37K | ﹤0.01% | 638 |
|
|
2018
Q1 | $263K | Hold |
10,337
| – | – | ﹤0.01% | 614 |
|
|
2017
Q4 | $271K | Hold |
10,337
| – | – | 0.01% | 529 |
|
|
2017
Q3 | $274K | Hold |
10,337
| – | – | 0.01% | 594 |
|
|
2017
Q2 | $320K | Hold |
10,337
| – | – | 0.01% | 572 |
|
|
2017
Q1 | $240K | Sell |
10,337
-40
| -0.4% | -$894 | ﹤0.01% | 611 |
|
|
2016
Q4 | $239K | Buy |
10,377
+40
| +0.4% | +$915 | 0.01% | 607 |
|
|
2016
Q3 | $239K | Hold |
10,337
| – | – | 0.01% | 587 |
|
|
2016
Q2 | $238K | Hold |
10,337
| – | – | 0.01% | 588 |
|
|
2016
Q1 | $273K | Sell |
10,337
-688
| -6% | -$21.6K | 0.01% | 542 |
|
|
2015
Q4 | $367K | Sell |
11,025
-3,200
| -22% | -$114K | 0.01% | 506 |
|
|
2015
Q3 | $515K | Buy |
14,225
+3,200
| +29% | +$108K | 0.01% | 415 |
|
|
2015
Q2 | $327K | Hold |
11,025
| – | – | 0.01% | 543 |
|
|
2015
Q1 | $354K | Hold |
11,025
| – | – | 0.01% | 532 |
|
|
2014
Q4 | $371K | Hold |
11,025
| – | – | 0.01% | 503 |
|
|
2014
Q3 | $342K | Hold |
11,025
| – | – | 0.01% | 506 |
|
|
2014
Q2 | $370K | Hold |
11,025
| – | – | 0.01% | 493 |
|
|
2014
Q1 | $333K | Hold |
11,025
| – | – | 0.01% | 499 |
|
|
2013
Q4 | $320K | Hold |
11,025
| – | – | 0.01% | 493 |
|
|
2013
Q3 | $294K | Hold |
11,025
| – | – | 0.01% | 473 |
|
|
2013
Q2 | $306K | Buy |
+11,025
| New | +$315K | 0.01% | 427 |
|
Other funds holding HRB
AAMU
JAM
