Lodestar Investment Counsel’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
Q2 | $387K | Hold |
13,200
| – | – | 0.04% | 140 |
|
2019
Q1 | $316K | Hold |
13,200
| – | – | 0.03% | 145 |
|
2018
Q4 | $335K | Hold |
13,200
| – | – | 0.04% | 139 |
|
2018
Q3 | $340K | Hold |
13,200
| – | – | 0.04% | 147 |
|
2018
Q2 | $301K | Hold |
13,200
| – | – | 0.03% | 158 |
|
2018
Q1 | $335K | Hold |
13,200
| – | – | 0.04% | 145 |
|
2017
Q4 | $346K | Hold |
13,200
| – | – | 0.04% | 146 |
|
2017
Q3 | $350K | Hold |
13,200
| – | – | 0.04% | 141 |
|
2017
Q2 | $408K | Hold |
13,200
| – | – | 0.05% | 129 |
|
2017
Q1 | $307K | Hold |
13,200
| – | – | 0.04% | 138 |
|
2016
Q4 | $303K | Hold |
13,200
| – | – | 0.04% | 137 |
|
2016
Q3 | $306K | Hold |
13,200
| – | – | 0.04% | 138 |
|
2016
Q2 | $304K | Hold |
13,200
| – | – | 0.04% | 137 |
|
2016
Q1 | $349K | Hold |
13,200
| – | – | 0.05% | 132 |
|
2015
Q4 | $440K | Hold |
13,200
| – | – | 0.07% | 104 |
|
2015
Q3 | $478K | Hold |
13,200
| – | – | 0.08% | 99 |
|
2015
Q2 | $391K | Hold |
13,200
| – | – | 0.06% | 114 |
|
2015
Q1 | $423K | Hold |
13,200
| – | – | 0.07% | 114 |
|
2014
Q4 | $445K | Hold |
13,200
| – | – | 0.13% | 79 |
|
2014
Q3 | $409K | Hold |
13,200
| – | – | 0.13% | 82 |
|
2014
Q2 | $442K | Hold |
13,200
| – | – | 0.13% | 81 |
|
2014
Q1 | $399K | Hold |
13,200
| – | – | 0.13% | 86 |
|
2013
Q4 | $383K | Hold |
13,200
| – | – | 0.12% | 78 |
|
2013
Q3 | $352K | Hold |
13,200
| – | – | 0.13% | 77 |
|
2013
Q2 | $366K | Buy |
+13,200
| New | +$366K | 0.14% | 72 |
|