Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $298K | Sell |
12,721
-5,371
| -30% | -$126K | ﹤0.01% | 2207 |
|
|
2019
Q3 | $427K | Buy |
18,092
+2,486
| +16% | +$58.7K | ﹤0.01% | 1882 |
|
|
2019
Q2 | $456K | Buy |
15,606
+5,465
| +54% | +$160K | ﹤0.01% | 1824 |
|
|
2019
Q1 | $242K | Sell |
10,141
-2,796
| -22% | -$66.7K | ﹤0.01% | 2254 |
|
|
2018
Q4 | $327K | Buy |
12,937
+6,229
| +93% | +$157K | ﹤0.01% | 1853 |
|
|
2018
Q3 | $173K | Sell |
6,708
-1,539
| -19% | -$39.7K | ﹤0.01% | 2421 |
|
|
2018
Q2 | $209K | Hold |
8,247
| – | – | ﹤0.01% | 2200 |
|
|
2018
Q1 | $209K | Buy |
8,247
+269
| +3% | +$6.82K | ﹤0.01% | 2200 |
|
|
2017
Q4 | $209K | Buy |
7,978
+2,624
| +49% | +$68.7K | ﹤0.01% | 2188 |
|
|
2017
Q3 | $142K | Sell |
5,354
-917
| -15% | -$24.3K | ﹤0.01% | 2360 |
|
|
2017
Q2 | $193K | Buy |
6,271
+532
| +9% | +$16.4K | ﹤0.01% | 2051 |
|
|
2017
Q1 | $134K | Buy |
5,739
+396
| +7% | +$9.25K | ﹤0.01% | 2208 |
|
|
2016
Q4 | $122K | Buy |
5,343
+695
| +15% | +$15.9K | ﹤0.01% | 2162 |
|
|
2016
Q3 | $107K | Buy |
4,648
+326
| +8% | +$7.51K | ﹤0.01% | 2200 |
|
|
2016
Q2 | $99K | Buy |
4,322
+1,090
| +34% | +$25K | ﹤0.01% | 2168 |
|
|
2016
Q1 | $85K | Buy |
3,232
+17
| +0.5% | +$447 | ﹤0.01% | 2177 |
|
|
2015
Q4 | $107K | Buy |
3,215
+680
| +27% | +$22.6K | ﹤0.01% | 2007 |
|
|
2015
Q3 | $91K | Sell |
2,535
-137
| -5% | -$4.92K | ﹤0.01% | 2058 |
|
|
2015
Q2 | $79K | Buy |
2,672
+420
| +19% | +$12.4K | ﹤0.01% | 2266 |
|
|
2015
Q1 | $73K | Sell |
2,252
-12
| -0.5% | -$389 | ﹤0.01% | 2286 |
|
|
2014
Q4 | $77K | Buy |
2,264
+1,528
| +208% | +$52K | ﹤0.01% | 2069 |
|
|
2014
Q3 | $23K | Buy |
736
+363
| +97% | +$11.3K | ﹤0.01% | 2546 |
|
|
2014
Q2 | $13K | Buy |
373
+90
| +32% | +$3.14K | ﹤0.01% | 2936 |
|
|
2014
Q1 | $9K | Hold |
283
| – | – | ﹤0.01% | 3009 |
|
|
2013
Q4 | $8K | Hold |
283
| – | – | ﹤0.01% | 3049 |
|
|
2013
Q3 | $8K | Hold |
283
| – | – | ﹤0.01% | 2957 |
|
|
2013
Q2 | $8K | Buy |
+283
| New | +$8K | ﹤0.01% | 2832 |
|