Scotia Capital’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
Q2 | – | Sell |
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|
2025
Q1 | $548K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $605K | Buy |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $402K | Buy |
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|
2021
Q3 | $415K | Sell |
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|
2021
Q2 | $556K | Sell |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $302K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $2.22M | Buy |
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|
2019
Q3 | $1.75M | Buy |
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|
2019
Q2 | $2.1M | Sell |
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|
2019
Q1 | $1.73M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.34M | Buy |
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|
2016
Q2 | $1.33M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.04M | Hold |
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|
2015
Q3 | $1.05M | Buy |
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|
2015
Q2 | $798K | Buy |
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|
2015
Q1 | $779K | Buy |
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|
2014
Q4 | $728K | Buy |
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|
2014
Q3 | $640K | Sell |
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|
2014
Q2 | $1.18M | Buy |
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|
2014
Q1 | $1.01M | Buy |
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|
2013
Q4 | $866K | Buy |
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|
2013
Q3 | $716K | Buy |
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|
2013
Q2 | $580K | Buy |
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