Lindbrook Capital’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
Q1 | $119K | Buy |
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|
2024
Q4 | $87.7K | Hold |
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|
2024
Q3 | $105K | Hold |
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|
2024
Q2 | $90K | Buy |
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|
2024
Q1 | $78.5K | Sell |
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|
2023
Q4 | $78.4K | Sell |
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|
2023
Q3 | $71K | Buy |
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|
2023
Q2 | $52.5K | Buy |
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|
2023
Q1 | $50.5K | Buy |
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|
2022
Q4 | $50.7K | Hold |
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|
2022
Q3 | $59K | Buy |
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|
2022
Q2 | $49K | Buy |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $30K | Buy |
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|
2021
Q3 | $1K | Buy |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $3K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $0 | Hold |
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|
2018
Q4 | $0 | Buy |
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