Cutler Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $46K | Sell |
941
-161
| -15% | -$7.87K | 0.02% | 403 |
|
|
2023
Q4 | $53K | Sell |
1,102
-5,970
| -84% | -$287K | ﹤0.01% | 654 |
|
|
2023
Q3 | $304K | Buy |
+7,072
| New | +$304K | 0.03% | 320 |
|
|
2023
Q1 | – | Sell |
-513
| Closed | -$18K | – | 1762 |
|
|
2022
Q4 | $18K | Sell |
513
-1,410
| -73% | -$49.5K | ﹤0.01% | 1124 |
|
|
2022
Q3 | $81K | Buy |
1,923
+1,416
| +279% | +$59.6K | 0.01% | 726 |
|
|
2022
Q2 | $17K | Buy |
+507
| New | +$17K | ﹤0.01% | 1231 |
|
|
2021
Q4 | – | Sell |
-1,080
| Closed | -$27K | – | 2284 |
|
|
2021
Q3 | $27K | Buy |
+1,080
| New | +$27K | ﹤0.01% | 1433 |
|
|
2021
Q2 | – | Sell |
-1,117
| Closed | -$24K | – | 2383 |
|
|
2021
Q1 | $24K | Sell |
1,117
-958
| -46% | -$20.6K | ﹤0.01% | 1415 |
|
|
2020
Q4 | $32K | Buy |
+2,075
| New | +$32K | ﹤0.01% | 1133 |
|
|
2020
Q2 | – | Sell |
-800
| Closed | -$11K | – | 1801 |
|
|
2020
Q1 | $11K | Buy |
+800
| New | +$11K | ﹤0.01% | 1104 |
|
|
2019
Q4 | – | Sell |
-2,872
| Closed | -$67K | – | 1766 |
|
|
2019
Q3 | $67K | Sell |
2,872
-3,721
| -56% | -$86.8K | 0.01% | 717 |
|
|
2019
Q2 | $193K | Buy |
6,593
+6,470
| +5,260% | +$189K | 0.02% | 481 |
|
|
2019
Q1 | $2K | Buy |
+123
| New | +$2K | ﹤0.01% | 1371 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1857 |
|
|
2018
Q3 | – | Sell |
-5,990
| Closed | -$136K | – | 1870 |
|
|
2018
Q2 | $136K | Buy |
+5,990
| New | +$136K | 0.01% | 600 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2077 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2413 |
|
|
2017
Q3 | – | Sell |
-7,163
| Closed | -$221K | – | 2724 |
|
|
2017
Q2 | $221K | Sell |
7,163
-41,898
| -85% | -$1.29M | 0.01% | 813 |
|
|
2017
Q1 | $1.14M | Buy |
49,061
+42,701
| +671% | +$992K | 0.05% | 256 |
|
|
2016
Q4 | $146K | Sell |
6,360
-372
| -6% | -$8.54K | 0.01% | 1007 |
|
|
2016
Q3 | $155K | Buy |
6,732
+2,226
| +49% | +$51.3K | 0.01% | 891 |
|
|
2016
Q2 | $103K | Buy |
4,506
+3,114
| +224% | +$71.2K | 0.01% | 1001 |
|
|
2016
Q1 | $36K | Buy |
+1,392
| New | +$36K | ﹤0.01% | 1461 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 3060 |
|