SignatureFD’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 | $35.8K | Buy |
651
+186
| +40% | +$10.2K | ﹤0.01% | 1756 |
|
|
2025
Q1 | $25.6K | Sell |
465
-1,950
| -81% | -$107K | ﹤0.01% | 1922 |
|
|
2024
Q4 | $128K | Buy |
2,415
+13
| +0.5% | +$687 | ﹤0.01% | 1102 |
|
|
2024
Q3 | $153K | Hold |
2,402
| – | – | ﹤0.01% | 1005 |
|
|
2024
Q2 | $130K | Sell |
2,402
-1,107
| -32% | -$60K | ﹤0.01% | 1026 |
|
|
2024
Q1 | $172K | Buy |
3,509
+1,064
| +44% | +$52.2K | ﹤0.01% | 895 |
|
|
2023
Q4 | $118K | Sell |
2,445
-7
| -0.3% | -$339 | ﹤0.01% | 1014 |
|
|
2023
Q3 | $106K | Buy |
2,452
+43
| +2% | +$1.85K | ﹤0.01% | 1025 |
|
|
2023
Q2 | $76.8K | Sell |
2,409
-125
| -5% | -$3.98K | ﹤0.01% | 1198 |
|
|
2023
Q1 | $89.3K | Buy |
2,534
+11
| +0.4% | +$388 | ﹤0.01% | 1098 |
|
|
2022
Q4 | $92.1K | Buy |
2,523
+2,037
| +419% | +$74.4K | ﹤0.01% | 1050 |
|
|
2022
Q3 | $21K | Sell |
486
-1,504
| -76% | -$65K | ﹤0.01% | 1704 |
|
|
2022
Q2 | $70K | Buy |
1,990
+1,523
| +326% | +$53.6K | ﹤0.01% | 1133 |
|
|
2022
Q1 | $12K | Sell |
467
-865
| -65% | -$22.2K | ﹤0.01% | 2065 |
|
|
2021
Q4 | $31K | Buy |
1,332
+931
| +232% | +$21.7K | ﹤0.01% | 1570 |
|
|
2021
Q3 | $10K | Buy |
401
+15
| +4% | +$374 | ﹤0.01% | 2060 |
|
|
2021
Q2 | $9K | Buy |
386
+22
| +6% | +$513 | ﹤0.01% | 2024 |
|
|
2021
Q1 | $8K | Sell |
364
-37
| -9% | -$813 | ﹤0.01% | 1944 |
|
|
2020
Q4 | $6K | Sell |
401
-80
| -17% | -$1.2K | ﹤0.01% | 1890 |
|
|
2020
Q3 | $8K | Sell |
481
-1,095
| -69% | -$18.2K | ﹤0.01% | 1711 |
|
|
2020
Q2 | $23K | Buy |
1,576
+652
| +71% | +$9.52K | ﹤0.01% | 1278 |
|
|
2020
Q1 | $13K | Sell |
924
-97
| -10% | -$1.37K | ﹤0.01% | 1390 |
|
|
2019
Q4 | $24K | Sell |
1,021
-247
| -19% | -$5.81K | ﹤0.01% | 1209 |
|
|
2019
Q3 | $30K | Buy |
1,268
+17
| +1% | +$402 | ﹤0.01% | 1097 |
|
|
2019
Q2 | $37K | Buy |
1,251
+197
| +19% | +$5.83K | ﹤0.01% | 992 |
|
|
2019
Q1 | $25K | Sell |
1,054
-296
| -22% | -$7.02K | ﹤0.01% | 1103 |
|
|
2018
Q4 | $34K | Sell |
1,350
-1,111
| -45% | -$28K | ﹤0.01% | 963 |
|
|
2018
Q3 | $63K | Buy |
2,461
+658
| +36% | +$16.8K | 0.01% | 793 |
|
|
2018
Q2 | $41K | Sell |
1,803
-432
| -19% | -$9.82K | ﹤0.01% | 923 |
|
|
2018
Q1 | $57K | Buy |
+2,235
| New | +$57K | 0.01% | 694 |
|
|
2017
Q2 | – | Sell |
-9,750
| Closed | -$227K | – | 303 |
|
|
2017
Q1 | $227K | Buy |
+9,750
| New | +$227K | 0.03% | 243 |
|
|
2016
Q4 | – | Sell |
-840
| Closed | -$19K | – | 662 |
|
|
2016
Q3 | $19K | Buy |
840
+124
| +17% | +$2.81K | ﹤0.01% | 838 |
|
|
2016
Q2 | $16K | Sell |
716
-9,003
| -93% | -$201K | ﹤0.01% | 779 |
|
|
2016
Q1 | $257K | Buy |
9,719
+27
| +0.3% | +$714 | 0.04% | 143 |
|
|
2015
Q4 | $323K | Hold |
9,692
| – | – | 0.06% | 97 |
|
|
2015
Q3 | $351K | Sell |
9,692
-2,800
| -22% | -$101K | 0.08% | 84 |
|
|
2015
Q2 | $370K | Buy |
12,492
+367
| +3% | +$10.9K | 0.08% | 91 |
|
|
2015
Q1 | $389K | Buy |
12,125
+1,225
| +11% | +$39.3K | 0.09% | 82 |
|
|
2014
Q4 | $367K | Hold |
10,900
| – | – | 0.09% | 82 |
|
|
2014
Q3 | $338K | Hold |
10,900
| – | – | 0.11% | 82 |
|
|
2014
Q2 | $365K | Buy |
+10,900
| New | +$365K | 0.13% | 71 |
|