Bank of Nova Scotia’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.8M | Buy |
51,071
+45,362
| +795% | +$2.49M | 0.01% | 606 |
|
2025
Q1 | $313K | Sell |
5,709
-461
| -7% | -$25.3K | ﹤0.01% | 851 |
|
2024
Q4 | $326K | Buy |
6,170
+261
| +4% | +$13.8K | ﹤0.01% | 899 |
|
2024
Q3 | $376K | Sell |
5,909
-1,298
| -18% | -$82.5K | ﹤0.01% | 873 |
|
2024
Q2 | $391K | Buy |
7,207
+251
| +4% | +$13.6K | ﹤0.01% | 851 |
|
2024
Q1 | $342K | Sell |
6,956
-1,565
| -18% | -$76.9K | ﹤0.01% | 895 |
|
2023
Q4 | $412K | Sell |
8,521
-2,509
| -23% | -$121K | ﹤0.01% | 866 |
|
2023
Q3 | $475K | Sell |
11,030
-6,169
| -36% | -$266K | ﹤0.01% | 796 |
|
2023
Q2 | $548K | Buy |
17,199
+2,954
| +21% | +$94.1K | ﹤0.01% | 784 |
|
2023
Q1 | $502K | Buy |
14,245
+662
| +5% | +$23.3K | ﹤0.01% | 839 |
|
2022
Q4 | $496K | Sell |
13,583
-9,658
| -42% | -$353K | ﹤0.01% | 922 |
|
2022
Q3 | $989K | Sell |
23,241
-1,027
| -4% | -$43.7K | ﹤0.01% | 790 |
|
2022
Q2 | $857K | Sell |
24,268
-8,214
| -25% | -$290K | ﹤0.01% | 870 |
|
2022
Q1 | $846K | Sell |
32,482
-7,912
| -20% | -$206K | ﹤0.01% | 935 |
|
2021
Q4 | $952K | Buy |
40,394
+17,561
| +77% | +$414K | ﹤0.01% | 970 |
|
2021
Q3 | $571K | Sell |
22,833
-269,167
| -92% | -$6.73M | ﹤0.01% | 919 |
|
2021
Q2 | $6.86M | Buy |
+292,000
| New | +$6.86M | 0.01% | 491 |
|
2020
Q4 | – | Sell |
-1,266,932
| Closed | -$20.6M | – | 982 |
|
2020
Q3 | $20.6M | Buy |
+1,266,932
| New | +$20.6M | 0.06% | 244 |
|
2020
Q2 | – | Sell |
-129,537
| Closed | -$1.82M | – | 981 |
|
2020
Q1 | $1.82M | Buy |
129,537
+69,915
| +117% | +$984K | 0.01% | 569 |
|
2019
Q4 | $1.4M | Buy |
59,622
+23,170
| +64% | +$544K | ﹤0.01% | 721 |
|
2019
Q3 | $861K | Sell |
36,452
-153,680
| -81% | -$3.63M | ﹤0.01% | 756 |
|
2019
Q2 | $5.57M | Sell |
190,132
-43,251
| -19% | -$1.27M | 0.02% | 398 |
|
2019
Q1 | $5.59M | Sell |
233,383
-16,258
| -7% | -$389K | 0.02% | 412 |
|
2018
Q4 | $6.33M | Buy |
249,641
+213,448
| +590% | +$5.41M | 0.03% | 343 |
|
2018
Q3 | $933K | Buy |
36,193
+18,910
| +109% | +$487K | ﹤0.01% | 702 |
|
2018
Q2 | $394K | Sell |
17,283
-3,804
| -18% | -$86.7K | ﹤0.01% | 758 |
|
2018
Q1 | $536K | Sell |
21,087
-6,395
| -23% | -$163K | ﹤0.01% | 782 |
|
2017
Q4 | $721K | Sell |
27,482
-3,671
| -12% | -$96.3K | ﹤0.01% | 790 |
|
2017
Q3 | $825K | Sell |
31,153
-10,569
| -25% | -$280K | ﹤0.01% | 760 |
|
2017
Q2 | $1.29M | Sell |
41,722
-917
| -2% | -$28.4K | 0.01% | 702 |
|
2017
Q1 | $991K | Buy |
+42,639
| New | +$991K | ﹤0.01% | 731 |
|