Janney Montgomery Scott’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.77M | Buy |
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|
2025
Q2 | $3.72M | Buy |
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|
2025
Q1 | $3.67M | Buy |
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|
2024
Q4 | $3.53M | Buy |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.88M | Sell |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.85M | Buy |
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|
2022
Q3 | $3.24M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $397K | Buy |
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|
2020
Q3 | $400K | Sell |
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|
2020
Q2 | $352K | Sell |
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|
2020
Q1 | $2.17M | Sell |
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|
2019
Q4 | $4.94M | Buy |
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|
2019
Q3 | $2.38M | Sell |
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|
2019
Q2 | $3.21M | Buy |
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|
2019
Q1 | $2.55M | Buy |
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|
2018
Q4 | $2.67M | Sell |
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|
2018
Q3 | $3.01M | Sell |
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|
2018
Q2 | $2.74M | Buy |
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|
2018
Q1 | $2.98M | Sell |
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|
2017
Q4 | $3.59M | Sell |
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|
2017
Q3 | $3.76M | Sell |
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|
2017
Q2 | $4.61M | Sell |
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|
2017
Q1 | $3.51M | Sell |
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|
2016
Q4 | $3.58M | Sell |
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|
2016
Q3 | $3.64M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $706K | Sell |
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|
2015
Q4 | $978K | Buy |
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|
2015
Q3 | $1.01M | Hold |
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|
2015
Q2 | $826K | Hold |
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|
2015
Q1 | $893K | Sell |
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|
2014
Q4 | $1.16M | Sell |
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|
2014
Q3 | $1.09M | Sell |
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|
2014
Q2 | $1.32M | Buy |
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|
2014
Q1 | $1.11M | Sell |
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|
2013
Q4 | $1.08M | Sell |
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|
2013
Q3 | $1.02M | Buy |
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