Rockland 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 | $926K | Hold |
16,866
| – | – | 0.05% | 134 |
|
|
2025
Q1 | $926K | Hold |
16,866
| – | – | 0.05% | 133 |
|
|
2024
Q4 | $891K | Hold |
16,866
| – | – | 0.05% | 146 |
|
|
2024
Q3 | $1.07M | Buy |
16,866
+200
| +1% | +$12.7K | 0.05% | 131 |
|
|
2024
Q2 | $904K | Hold |
16,666
| – | – | 0.05% | 145 |
|
|
2024
Q1 | $818K | Hold |
16,666
| – | – | 0.04% | 159 |
|
|
2023
Q4 | $806K | Hold |
16,666
| – | – | 0.04% | 162 |
|
|
2023
Q3 | $718K | Hold |
16,666
| – | – | 0.04% | 160 |
|
|
2023
Q2 | $531K | Hold |
16,666
| – | – | 0.03% | 197 |
|
|
2023
Q1 | $587K | Hold |
16,666
| – | – | 0.04% | 189 |
|
|
2022
Q4 | $608K | Hold |
16,666
| – | – | 0.04% | 190 |
|
|
2022
Q3 | $709K | Hold |
16,666
| – | – | 0.05% | 152 |
|
|
2022
Q2 | $589K | Hold |
16,666
| – | – | 0.04% | 172 |
|
|
2022
Q1 | $434K | Hold |
16,666
| – | – | 0.03% | 229 |
|
|
2021
Q4 | $393K | Hold |
16,666
| – | – | 0.03% | 231 |
|
|
2021
Q3 | $417K | Hold |
16,666
| – | – | 0.03% | 210 |
|
|
2021
Q2 | $391K | Hold |
16,666
| – | – | 0.03% | 211 |
|
|
2021
Q1 | $363K | Hold |
16,666
| – | – | 0.03% | 212 |
|
|
2020
Q4 | $264K | Hold |
16,666
| – | – | 0.02% | 230 |
|
|
2020
Q3 | $271K | Sell |
16,666
-3,359
| -17% | -$54.6K | 0.02% | 223 |
|
|
2020
Q2 | $286K | Sell |
20,025
-47,520
| -70% | -$679K | 0.03% | 207 |
|
|
2020
Q1 | $951K | Buy |
67,545
+14,956
| +28% | +$211K | 0.1% | 118 |
|
|
2019
Q4 | $1.24M | Sell |
52,589
-988
| -2% | -$23.2K | 0.1% | 122 |
|
|
2019
Q3 | $1.26M | Sell |
53,577
-13,375
| -20% | -$315K | 0.11% | 112 |
|
|
2019
Q2 | $1.96M | Buy |
66,952
+5,057
| +8% | +$148K | 0.19% | 80 |
|
|
2019
Q1 | $1.48M | Sell |
61,895
-2,557
| -4% | -$61.2K | 0.16% | 94 |
|
|
2018
Q4 | $1.64M | Sell |
64,452
-1,308
| -2% | -$33.2K | 0.2% | 88 |
|
|
2018
Q3 | $1.69M | Buy |
65,760
+4,822
| +8% | +$124K | 0.21% | 80 |
|
|
2018
Q2 | $1.39M | Buy |
60,938
+34,318
| +129% | +$782K | 0.18% | 85 |
|
|
2018
Q1 | $676K | Buy |
+26,620
| New | +$676K | 0.09% | 126 |
|