Salem Investment Counselors’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
Q3 | $67K | Hold |
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|
2025
Q2 | $72.6K | Sell |
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|
2025
Q1 | $80.6K | Sell |
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|
2024
Q4 | $117K | Sell |
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|
2024
Q3 | $144K | Buy |
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|
2024
Q2 | $120K | Sell |
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|
2024
Q1 | $119K | Sell |
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|
2023
Q4 | $127K | Sell |
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|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $96.6K | Sell |
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|
2023
Q1 | $124K | Hold |
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|
2022
Q4 | $129K | Hold |
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|
2022
Q3 | $150K | Sell |
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|
2022
Q2 | $167K | Sell |
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|
2022
Q1 | $137K | Hold |
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|
2021
Q4 | $124K | Sell |
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|
2021
Q3 | $148K | Hold |
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|
2021
Q2 | $139K | Hold |
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|
2021
Q1 | $129K | Hold |
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|
2020
Q4 | $94K | Hold |
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|
2020
Q3 | $96K | Hold |
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|
2020
Q2 | $85K | Hold |
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|
2020
Q1 | $83K | Hold |
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|
2019
Q4 | $139K | Hold |
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|
2019
Q3 | $140K | Hold |
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|
2019
Q2 | $174K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $183K | Hold |
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|
2017
Q1 | $136K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $212K | Buy |
|