Parkside Financial Bank & Trust’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
Q2 | $30.8K | Hold |
562
| – | – | ﹤0.01% | 1065 |
|
|
2025
Q1 | $30.9K | Hold |
562
| – | – | ﹤0.01% | 987 |
|
|
2024
Q4 | $29.7K | Buy |
562
+47
| +9% | +$2.48K | ﹤0.01% | 966 |
|
|
2024
Q3 | $32.7K | Buy |
515
+16
| +3% | +$1.02K | ﹤0.01% | 918 |
|
|
2024
Q2 | $27.1K | Buy |
499
+36
| +8% | +$1.95K | ﹤0.01% | 946 |
|
|
2024
Q1 | $22.7K | Buy |
463
+74
| +19% | +$3.63K | ﹤0.01% | 988 |
|
|
2023
Q4 | $18.8K | Sell |
389
-70
| -15% | -$3.39K | ﹤0.01% | 996 |
|
|
2023
Q3 | $19.8K | Buy |
459
+182
| +66% | +$7.84K | ﹤0.01% | 909 |
|
|
2023
Q2 | $8.83K | Sell |
277
-106
| -28% | -$3.38K | ﹤0.01% | 1165 |
|
|
2023
Q1 | $13.5K | Sell |
383
-71
| -16% | -$2.5K | ﹤0.01% | 997 |
|
|
2022
Q4 | $16.6K | Buy |
454
+303
| +201% | +$11.1K | ﹤0.01% | 903 |
|
|
2022
Q3 | $7K | Sell |
151
-477
| -76% | -$22.1K | ﹤0.01% | 1098 |
|
|
2022
Q2 | $22K | Sell |
628
-1
| -0.2% | -$35 | 0.01% | 789 |
|
|
2022
Q1 | $16K | Sell |
629
-9
| -1% | -$229 | ﹤0.01% | 889 |
|
|
2021
Q4 | $15K | Sell |
638
-53
| -8% | -$1.25K | ﹤0.01% | 894 |
|
|
2021
Q3 | $17K | Buy |
691
+587
| +564% | +$14.4K | 0.01% | 815 |
|
|
2021
Q2 | $2K | Hold |
104
| – | – | ﹤0.01% | 1537 |
|
|
2021
Q1 | $2K | Hold |
104
| – | – | ﹤0.01% | 1491 |
|
|
2020
Q4 | $1K | Sell |
104
-94
| -47% | -$904 | ﹤0.01% | 1522 |
|
|
2020
Q3 | $3K | Sell |
198
-110
| -36% | -$1.67K | ﹤0.01% | 1052 |
|
|
2020
Q2 | $4K | Buy |
308
+12
| +4% | +$156 | ﹤0.01% | 980 |
|
|
2020
Q1 | $4K | Buy |
296
+84
| +40% | +$1.14K | ﹤0.01% | 922 |
|
|
2019
Q4 | $5K | Buy |
212
+12
| +6% | +$283 | ﹤0.01% | 945 |
|
|
2019
Q3 | $5K | Sell |
200
-9
| -4% | -$225 | ﹤0.01% | 932 |
|
|
2019
Q2 | $7K | Buy |
209
+9
| +5% | +$301 | ﹤0.01% | 874 |
|
|
2019
Q1 | $5K | Sell |
200
-32
| -14% | -$800 | ﹤0.01% | 945 |
|
|
2018
Q4 | $6K | Sell |
232
-21
| -8% | -$543 | ﹤0.01% | 866 |
|
|
2018
Q3 | $6K | Buy |
253
+30
| +13% | +$711 | ﹤0.01% | 864 |
|
|
2018
Q2 | $5K | Buy |
223
+4
| +2% | +$90 | ﹤0.01% | 881 |
|
|
2018
Q1 | $5K | Hold |
219
| – | – | ﹤0.01% | 851 |
|
|
2017
Q4 | $5K | Hold |
219
| – | – | ﹤0.01% | 850 |
|
|
2017
Q3 | $5K | Hold |
219
| – | – | ﹤0.01% | 848 |
|
|
2017
Q2 | $7K | Hold |
219
| – | – | ﹤0.01% | 811 |
|
|
2017
Q1 | $5K | Buy |
219
+1
| +0.5% | +$23 | ﹤0.01% | 819 |
|
|
2016
Q4 | $5K | Buy |
218
+31
| +17% | +$711 | ﹤0.01% | 821 |
|
|
2016
Q3 | $4K | Hold |
187
| – | – | ﹤0.01% | 883 |
|
|
2016
Q2 | $4K | Hold |
187
| – | – | ﹤0.01% | 836 |
|
|
2016
Q1 | $4K | Buy |
187
+70
| +60% | +$1.5K | ﹤0.01% | 809 |
|
|
2015
Q4 | $3K | Hold |
117
| – | – | ﹤0.01% | 847 |
|
|
2015
Q3 | $5K | Buy |
+117
| New | +$5K | ﹤0.01% | 777 |
|