Simplex Trading’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 | – | Hold |
0
| – | – | – | 3128 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3053 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3145 |
|
|
2024
Q3 | – | Sell |
-6,146
| Closed | -$333K | – | 3005 |
|
|
2024
Q2 | $333K | Buy |
+6,146
| New | +$333K | ﹤0.01% | 762 |
|
|
2024
Q1 | – | Sell |
-2,666
| Closed | -$128K | – | 3079 |
|
|
2023
Q4 | $128K | Sell |
2,666
-19,845
| -88% | -$953K | ﹤0.01% | 1102 |
|
|
2023
Q3 | $969K | Buy |
+22,511
| New | +$969K | ﹤0.01% | 352 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3120 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3084 |
|
|
2022
Q4 | – | Sell |
-10,328
| Closed | -$439K | – | 3224 |
|
|
2022
Q3 | $439K | Sell |
10,328
-13,687
| -57% | -$582K | ﹤0.01% | 617 |
|
|
2022
Q2 | $848K | Buy |
24,015
+15,123
| +170% | +$534K | ﹤0.01% | 405 |
|
|
2022
Q1 | $231K | Sell |
8,892
-60,280
| -87% | -$1.57M | ﹤0.01% | 1045 |
|
|
2021
Q4 | $1.63M | Buy |
69,172
+15,116
| +28% | +$356K | ﹤0.01% | 378 |
|
|
2021
Q3 | $1.29M | Hold |
54,056
| – | – | ﹤0.01% | 447 |
|
|
2021
Q2 | $1.27M | Buy |
+54,056
| New | +$1.27M | ﹤0.01% | 447 |
|
|
2021
Q1 | – | Sell |
-49,065
| Closed | -$778K | – | 3025 |
|
|
2020
Q4 | $778K | Buy |
+49,065
| New | +$778K | ﹤0.01% | 507 |
|
|
2020
Q3 | – | Sell |
-33,715
| Closed | -$481K | – | 2598 |
|
|
2020
Q2 | $481K | Buy |
33,715
+28,382
| +532% | +$405K | ﹤0.01% | 465 |
|
|
2020
Q1 | $75K | Buy |
+5,333
| New | +$75K | ﹤0.01% | 1065 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2384 |
|
|
2019
Q3 | – | Sell |
-18,499
| Closed | -$542K | – | 2345 |
|
|
2019
Q2 | $542K | Buy |
+18,499
| New | +$542K | ﹤0.01% | 396 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2294 |
|
|
2018
Q4 | – | Sell |
-6,682
| Closed | -$172K | – | 2348 |
|
|
2018
Q3 | $172K | Sell |
6,682
-60,489
| -90% | -$1.56M | ﹤0.01% | 829 |
|
|
2018
Q2 | $1.53M | Buy |
+67,171
| New | +$1.53M | 0.01% | 195 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2367 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2299 |
|
|
2017
Q3 | – | Sell |
-7,694
| Closed | -$237K | – | 2206 |
|
|
2017
Q2 | $237K | Sell |
7,694
-19,257
| -71% | -$593K | 0.01% | 595 |
|
|
2017
Q1 | $626K | Buy |
26,951
+17,358
| +181% | +$403K | 0.03% | 380 |
|
|
2016
Q4 | $220K | Buy |
9,593
+1,186
| +14% | +$27.2K | 0.01% | 529 |
|
|
2016
Q3 | $194K | Sell |
8,407
-9,530
| -53% | -$220K | 0.01% | 546 |
|
|
2016
Q2 | $412K | Buy |
17,937
+15,861
| +764% | +$364K | 0.03% | 336 |
|
|
2016
Q1 | $54K | Buy |
+2,076
| New | +$54K | ﹤0.01% | 824 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2116 |
|
|
2015
Q3 | – | Sell |
-6,576
| Closed | -$194K | – | 2171 |
|
|
2015
Q2 | $194K | Sell |
6,576
-2,843
| -30% | -$83.9K | 0.02% | 481 |
|
|
2015
Q1 | $302K | Buy |
9,419
+8,259
| +712% | +$265K | 0.04% | 317 |
|
|
2014
Q4 | $39K | Buy |
+1,160
| New | +$39K | ﹤0.01% | 727 |
|