Next Financial Group’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
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 2319 |
|
|
2021
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 2093 |
|
|
2021
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 2099 |
|
|
2021
Q1 | $7K | Sell |
300
-243
| -45% | -$5.67K | ﹤0.01% | 1995 |
|
|
2020
Q4 | $9K | Sell |
543
-38,378
| -99% | -$636K | ﹤0.01% | 1809 |
|
|
2020
Q3 | $644K | Buy |
38,921
+28,143
| +261% | +$466K | 0.07% | 279 |
|
|
2020
Q2 | $157K | Buy |
10,778
+10,478
| +3,493% | +$153K | 0.02% | 565 |
|
|
2020
Q1 | $4K | Sell |
300
-125
| -29% | -$1.67K | ﹤0.01% | 1767 |
|
|
2019
Q4 | $10K | Hold |
425
| – | – | ﹤0.01% | 1769 |
|
|
2019
Q3 | $10K | Hold |
425
| – | – | ﹤0.01% | 1701 |
|
|
2019
Q2 | $12K | Hold |
425
| – | – | ﹤0.01% | 1627 |
|
|
2019
Q1 | $10K | Hold |
425
| – | – | ﹤0.01% | 1109 |
|
|
2018
Q4 | $11K | Sell |
425
-600
| -59% | -$15.5K | ﹤0.01% | 1310 |
|
|
2018
Q3 | $26K | Buy |
+1,025
| New | +$26K | 0.01% | 703 |
|
|
2017
Q1 | – | Sell |
-1,175
| Closed | -$27K | – | 2049 |
|
|
2016
Q4 | $27K | Hold |
1,175
| – | – | ﹤0.01% | 1235 |
|
|
2016
Q3 | $27K | Buy |
+1,175
| New | +$27K | ﹤0.01% | 1218 |
|
|
2014
Q4 | – | Sell |
-1,375
| Closed | -$43K | – | 2093 |
|
|
2014
Q3 | $43K | Hold |
1,375
| – | – | 0.01% | 1023 |
|
|
2014
Q2 | $45K | Buy |
+1,375
| New | +$45K | 0.02% | 374 |
|