Central Trust Company’s H&R Block HRB Stock Holding History

Central Trust Company’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.3K	Hold	297	–	–	﹤0.01%	1024
2025 Q1	$16.3K	Hold	297	–	–	﹤0.01%	1006
2024 Q4	$15.7K	Sell	297 -20	-6%	-$1.06K	﹤0.01%	1013
2024 Q3	$20.1K	Sell	317 -18	-5%	-$1.14K	﹤0.01%	951
2024 Q2	$18.2K	Hold	335	–	–	﹤0.01%	955
2024 Q1	$16.5K	Buy	335 +45	+16%	+$2.21K	﹤0.01%	993
2023 Q4	$14K	Hold	290	–	–	﹤0.01%	1017
2023 Q3	$12.5K	Buy	+290	New	+$12.5K	﹤0.01%	1013
2023 Q2	–	Sell	-500	Closed	-$17.6K	–	1259
2023 Q1	$17.6K	Hold	500	–	–	﹤0.01%	961
2022 Q4	$18.3K	Hold	500	–	–	﹤0.01%	929
2022 Q3	$21K	Hold	500	–	–	﹤0.01%	924
2022 Q2	$18K	Hold	500	–	–	﹤0.01%	941
2022 Q1	$13K	Hold	500	–	–	﹤0.01%	1038
2021 Q4	$12K	Hold	500	–	–	﹤0.01%	1035
2021 Q3	$13K	Hold	500	–	–	﹤0.01%	995
2021 Q2	$12K	Hold	500	–	–	﹤0.01%	989
2021 Q1	$11K	Sell	500 -415	-45%	-$9.13K	﹤0.01%	916
2020 Q4	$15K	Hold	915	–	–	﹤0.01%	846
2020 Q3	$15K	Hold	915	–	–	﹤0.01%	801
2020 Q2	$13K	Sell	915 -1,850	-67%	-$26.3K	﹤0.01%	804
2020 Q1	$39K	Buy	2,765 +1,850	+202%	+$26.1K	﹤0.01%	649
2019 Q4	$22K	Hold	915	–	–	﹤0.01%	813
2019 Q3	$22K	Hold	915	–	–	﹤0.01%	779
2019 Q2	$26K	Buy	915 +415	+83%	+$11.8K	﹤0.01%	756
2019 Q1	$12K	Sell	500 -17	-3%	-$408	﹤0.01%	848
2018 Q4	$13K	Hold	517	–	–	﹤0.01%	842
2018 Q3	$13K	Hold	517	–	–	﹤0.01%	930
2018 Q2	$12K	Hold	517	–	–	﹤0.01%	939
2018 Q1	$13K	Buy	517 +500	+2,941%	+$12.6K	﹤0.01%	921
2017 Q4	$0	Sell	17 -2,353	-99%	–	﹤0.01%	1308
2017 Q3	$63K	Buy	2,370 +17	+0.7%	+$452	﹤0.01%	643
2017 Q2	$73K	Hold	2,353	–	–	﹤0.01%	609
2017 Q1	$55K	Sell	2,353 -2,000	-46%	-$46.7K	﹤0.01%	693
2016 Q4	$100K	Buy	4,353 +2,000	+85%	+$45.9K	0.01%	570
2016 Q3	$54K	Buy	+2,353	New	+$54K	﹤0.01%	655
2015 Q2	–	Sell	-314	Closed	-$10K	–	1206
2015 Q1	$10K	Hold	314	–	–	﹤0.01%	975
2014 Q4	$11K	Buy	+314	New	+$11K	﹤0.01%	958