Sargent Bickham Lagudis’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
Q1
Hold
0
841
2019
Q4
Sell
-124
Closed -$3K 859
2019
Q3
$3K Buy
124
+1
+0.8% +$24 ﹤0.01% 657
2019
Q2
$4K Buy
123
+1
+0.8% +$33 ﹤0.01% 676
2019
Q1
$3K Buy
122
+2
+2% +$49 ﹤0.01% 729
2018
Q4
$3K Buy
120
+1
+0.8% +$25 ﹤0.01% 698
2018
Q3
$3K Buy
119
+1
+0.8% +$25 ﹤0.01% 718
2018
Q2
$3K Buy
118
+1
+0.9% +$25 ﹤0.01% 700
2018
Q1
$3K Buy
117
+1
+0.9% +$26 ﹤0.01% 702
2017
Q4
$3K Buy
116
+1
+0.9% +$26 ﹤0.01% 728
2017
Q3
$3K Buy
115
+1
+0.9% +$26 ﹤0.01% 733
2017
Q2
$4K Buy
114
+1
+0.9% +$35 ﹤0.01% 670
2017
Q1
$3K Buy
+113
New +$3K ﹤0.01% 683