Retirement 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 | $11K | Buy |
224
+1
| +0.4% | +$49 | ﹤0.01% | 453 |
|
|
2023
Q4 | $10.8K | Buy |
223
+2
| +0.9% | +$97 | ﹤0.01% | 433 |
|
|
2023
Q3 | $9.52K | Buy |
221
+2
| +0.9% | +$86 | ﹤0.01% | 418 |
|
|
2023
Q2 | $6.98K | Buy |
219
+2
| +0.9% | +$64 | ﹤0.01% | 462 |
|
|
2023
Q1 | $8K | Buy |
217
+1
| +0.5% | +$37 | ﹤0.01% | 421 |
|
|
2022
Q4 | $8K | Buy |
216
+2
| +0.9% | +$74 | ﹤0.01% | 377 |
|
|
2022
Q3 | $9K | Buy |
214
+2
| +0.9% | +$84 | 0.01% | 261 |
|
|
2022
Q2 | $8K | Buy |
212
+2
| +1% | +$75 | ﹤0.01% | 469 |
|
|
2022
Q1 | $5K | Buy |
210
+2
| +1% | +$48 | ﹤0.01% | 541 |
|
|
2021
Q4 | $5K | Buy |
208
+2
| +1% | +$48 | ﹤0.01% | 519 |
|
|
2021
Q3 | $5K | Buy |
206
+3
| +1% | +$73 | ﹤0.01% | 444 |
|
|
2021
Q2 | $5K | Sell |
203
-97
| -32% | -$2.39K | ﹤0.01% | 487 |
|
|
2021
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 513 |
|
|
2020
Q4 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 524 |
|