Concourse Financial Group Securities’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
Q1 | – | Sell |
-6,414
| Closed | -$342K | – | 3681 |
|
|
2024
Q4 | $342K | Buy |
6,414
+685
| +12% | +$36.5K | 0.02% | 578 |
|
|
2024
Q3 | $366K | Sell |
5,729
-375
| -6% | -$24K | 0.02% | 535 |
|
|
2024
Q2 | $333K | Buy |
6,104
+235
| +4% | +$12.8K | 0.02% | 543 |
|
|
2024
Q1 | $290K | Buy |
5,869
+1,798
| +44% | +$88.9K | 0.02% | 571 |
|
|
2023
Q4 | $197K | Buy |
4,071
+3,818
| +1,509% | +$185K | 0.01% | 659 |
|
|
2023
Q3 | $11K | Buy |
253
+1
| +0.4% | +$43 | ﹤0.01% | 1616 |
|
|
2023
Q2 | $8.09K | Sell |
252
-1,430
| -85% | -$45.9K | ﹤0.01% | 1712 |
|
|
2023
Q1 | $59.8K | Buy |
1,682
+77
| +5% | +$2.74K | ﹤0.01% | 1030 |
|
|
2022
Q4 | $59K | Buy |
1,605
+479
| +43% | +$17.6K | ﹤0.01% | 1012 |
|
|
2022
Q3 | $48K | Sell |
1,126
-136
| -11% | -$5.8K | ﹤0.01% | 957 |
|
|
2022
Q2 | $45K | Buy |
1,262
+513
| +68% | +$18.3K | ﹤0.01% | 1136 |
|
|
2022
Q1 | $20K | Hold |
749
| – | – | ﹤0.01% | 1479 |
|
|
2021
Q4 | $18K | Sell |
749
-844
| -53% | -$20.3K | ﹤0.01% | 1675 |
|
|
2021
Q3 | $40K | Buy |
1,593
+844
| +113% | +$21.2K | ﹤0.01% | 1402 |
|
|
2021
Q2 | $18K | Hold |
749
| – | – | ﹤0.01% | 1674 |
|
|
2021
Q1 | $17K | Hold |
749
| – | – | ﹤0.01% | 1606 |
|
|
2020
Q4 | $12K | Sell |
749
-4,975
| -87% | -$79.7K | ﹤0.01% | 1623 |
|
|
2020
Q3 | $95K | Sell |
5,724
-129
| -2% | -$2.14K | 0.01% | 801 |
|
|
2020
Q2 | $85K | Buy |
5,853
+5,831
| +26,505% | +$84.7K | 0.01% | 774 |
|
|
2020
Q1 | $0 | Buy |
+22
| New | – | ﹤0.01% | 3777 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3732 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3481 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3749 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3713 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3590 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3235 |
|