CI Investments Inc’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 | $130K | Sell |
2,371
-717
| -23% | -$39.3K | ﹤0.01% | 830 |
|
|
2025
Q1 | $170K | Buy |
3,088
+61
| +2% | +$3.36K | ﹤0.01% | 766 |
|
|
2024
Q4 | $160K | Buy |
3,027
+98
| +3% | +$5.18K | ﹤0.01% | 799 |
|
|
2024
Q3 | $186K | Buy |
2,929
+544
| +23% | +$34.5K | ﹤0.01% | 675 |
|
|
2024
Q2 | $129K | Sell |
2,385
-332
| -12% | -$18K | ﹤0.01% | 743 |
|
|
2024
Q1 | $133K | Buy |
2,717
+781
| +40% | +$38.2K | ﹤0.01% | 806 |
|
|
2023
Q4 | $94K | Buy |
1,936
+42
| +2% | +$2.04K | ﹤0.01% | 838 |
|
|
2023
Q3 | $82K | Buy |
1,894
+5
| +0.3% | +$216 | ﹤0.01% | 864 |
|
|
2023
Q2 | $60K | Sell |
1,889
-10,088
| -84% | -$320K | ﹤0.01% | 908 |
|
|
2023
Q1 | $422K | Buy |
11,977
+963
| +9% | +$33.9K | ﹤0.01% | 464 |
|
|
2022
Q4 | $402K | Sell |
11,014
-5,421
| -33% | -$198K | ﹤0.01% | 472 |
|
|
2022
Q3 | $699K | Sell |
16,435
-10,246
| -38% | -$436K | ﹤0.01% | 394 |
|
|
2022
Q2 | $942K | Buy |
26,681
+13,702
| +106% | +$484K | ﹤0.01% | 389 |
|
|
2022
Q1 | $338K | Sell |
12,979
-2,499
| -16% | -$65.1K | ﹤0.01% | 604 |
|
|
2021
Q4 | $365K | Buy |
15,478
+6,011
| +63% | +$142K | ﹤0.01% | 654 |
|
|
2021
Q3 | $237K | Buy |
9,467
+457
| +5% | +$11.4K | ﹤0.01% | 706 |
|
|
2021
Q2 | $212K | Sell |
9,010
-21,897
| -71% | -$515K | ﹤0.01% | 731 |
|
|
2021
Q1 | $674K | Sell |
30,907
-5,639
| -15% | -$123K | ﹤0.01% | 467 |
|
|
2020
Q4 | $580K | Buy |
36,546
+989
| +3% | +$15.7K | ﹤0.01% | 463 |
|
|
2020
Q3 | $579K | Buy |
35,557
+8,444
| +31% | +$138K | ﹤0.01% | 394 |
|
|
2020
Q2 | $387K | Buy |
27,113
+153
| +0.6% | +$2.18K | ﹤0.01% | 429 |
|
|
2020
Q1 | $380K | Sell |
26,960
-4,214
| -14% | -$59.4K | ﹤0.01% | 419 |
|
|
2019
Q4 | $732K | Sell |
31,174
-625
| -2% | -$14.7K | ﹤0.01% | 389 |
|
|
2019
Q3 | $751K | Buy |
+31,799
| New | +$751K | ﹤0.01% | 382 |
|