Lindbrook Capital’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 | $119K | Buy |
2,166
+507
| +31% | +$27.8K | 0.01% | 607 |
|
|
2024
Q4 | $87.7K | Hold |
1,659
| – | – | 0.01% | 595 |
|
|
2024
Q3 | $105K | Hold |
1,659
| – | – | 0.01% | 553 |
|
|
2024
Q2 | $90K | Buy |
1,659
+60
| +4% | +$3.25K | 0.01% | 571 |
|
|
2024
Q1 | $78.5K | Sell |
1,599
-21
| -1% | -$1.03K | 0.01% | 615 |
|
|
2023
Q4 | $78.4K | Sell |
1,620
-29
| -2% | -$1.4K | 0.01% | 597 |
|
|
2023
Q3 | $71K | Buy |
1,649
+2
| +0.1% | +$86 | 0.01% | 566 |
|
|
2023
Q2 | $52.5K | Buy |
1,647
+213
| +15% | +$6.79K | 0.01% | 704 |
|
|
2023
Q1 | $50.5K | Buy |
1,434
+45
| +3% | +$1.59K | 0.01% | 689 |
|
|
2022
Q4 | $50.7K | Hold |
1,389
| – | – | 0.01% | 691 |
|
|
2022
Q3 | $59K | Buy |
1,389
+6
| +0.4% | +$255 | 0.01% | 591 |
|
|
2022
Q2 | $49K | Buy |
1,383
+125
| +10% | +$4.43K | 0.01% | 665 |
|
|
2022
Q1 | $33K | Hold |
1,258
| – | – | 0.01% | 830 |
|
|
2021
Q4 | $30K | Buy |
1,258
+1,208
| +2,416% | +$28.8K | ﹤0.01% | 883 |
|
|
2021
Q3 | $1K | Buy |
50
+12
| +32% | +$240 | ﹤0.01% | 1731 |
|
|
2021
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 1774 |
|
|
2021
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 1729 |
|
|
2020
Q4 | $1K | Hold |
38
| – | – | ﹤0.01% | 1623 |
|
|
2020
Q3 | $1K | Sell |
38
-1
| -3% | -$26 | ﹤0.01% | 1567 |
|
|
2020
Q2 | $1K | Sell |
39
-146
| -79% | -$3.74K | ﹤0.01% | 1568 |
|
|
2020
Q1 | $3K | Buy |
+185
| New | +$3K | ﹤0.01% | 1195 |
|
|
2019
Q2 | – | Sell |
-26
| Closed | – | – | 1445 |
|
|
2019
Q1 | $0 | Hold |
26
| – | – | ﹤0.01% | 1444 |
|
|
2018
Q4 | $0 | Buy |
+26
| New | – | ﹤0.01% | 1393 |
|