Salem Investment Counselors’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 | $72.6K | Sell |
1,314
-144
| -10% | -$7.96K | ﹤0.01% | 519 |
|
|
2025
Q1 | $80.6K | Sell |
1,458
-742
| -34% | -$41K | ﹤0.01% | 487 |
|
|
2024
Q4 | $117K | Sell |
2,200
-50
| -2% | -$2.66K | ﹤0.01% | 428 |
|
|
2024
Q3 | $144K | Buy |
2,250
+50
| +2% | +$3.2K | ﹤0.01% | 407 |
|
|
2024
Q2 | $120K | Sell |
2,200
-200
| -8% | -$10.9K | ﹤0.01% | 421 |
|
|
2024
Q1 | $119K | Sell |
2,400
-200
| -8% | -$9.89K | ﹤0.01% | 429 |
|
|
2023
Q4 | $127K | Sell |
2,600
-200
| -7% | -$9.74K | ﹤0.01% | 402 |
|
|
2023
Q3 | $121K | Sell |
2,800
-200
| -7% | -$8.68K | ﹤0.01% | 393 |
|
|
2023
Q2 | $96.6K | Sell |
3,000
-500
| -14% | -$16.1K | ﹤0.01% | 423 |
|
|
2023
Q1 | $124K | Hold |
3,500
| – | – | 0.01% | 390 |
|
|
2022
Q4 | $129K | Hold |
3,500
| – | – | 0.01% | 379 |
|
|
2022
Q3 | $150K | Sell |
3,500
-1,200
| -26% | -$51.4K | 0.01% | 344 |
|
|
2022
Q2 | $167K | Sell |
4,700
-546
| -10% | -$19.4K | 0.01% | 351 |
|
|
2022
Q1 | $137K | Hold |
5,246
| – | – | 0.01% | 382 |
|
|
2021
Q4 | $124K | Sell |
5,246
-676
| -11% | -$16K | ﹤0.01% | 429 |
|
|
2021
Q3 | $148K | Hold |
5,922
| – | – | 0.01% | 369 |
|
|
2021
Q2 | $139K | Hold |
5,922
| – | – | 0.01% | 370 |
|
|
2021
Q1 | $129K | Hold |
5,922
| – | – | 0.01% | 342 |
|
|
2020
Q4 | $94K | Hold |
5,922
| – | – | 0.01% | 353 |
|
|
2020
Q3 | $96K | Hold |
5,922
| – | – | 0.01% | 308 |
|
|
2020
Q2 | $85K | Hold |
5,922
| – | – | 0.01% | 315 |
|
|
2020
Q1 | $83K | Hold |
5,922
| – | – | 0.01% | 291 |
|
|
2019
Q4 | $139K | Hold |
5,922
| – | – | 0.01% | 271 |
|
|
2019
Q3 | $140K | Hold |
5,922
| – | – | 0.01% | 272 |
|
|
2019
Q2 | $174K | Buy |
+5,922
| New | +$174K | 0.02% | 256 |
|
|
2017
Q3 | – | Sell |
-5,922
| Closed | -$183K | – | 617 |
|
|
2017
Q2 | $183K | Hold |
5,922
| – | – | 0.02% | 205 |
|
|
2017
Q1 | $136K | Buy |
+5,922
| New | +$136K | 0.01% | 267 |
|
|
2015
Q4 | – | Sell |
-5,922
| Closed | -$212K | – | 263 |
|
|
2015
Q3 | $212K | Buy |
+5,922
| New | +$212K | 0.03% | 245 |
|