Simplex Trading’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 | – | Hold |
|
|||||
|
2025
Q1 | – | Hold |
|
|||||
|
2024
Q4 | – | Hold |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $333K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $128K | Sell |
|
|||||
|
2023
Q3 | $969K | Buy |
|
|||||
|
2023
Q2 | – | Hold |
|
|||||
|
2023
Q1 | – | Hold |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $439K | Sell |
|
|||||
|
2022
Q2 | $848K | Buy |
|
|||||
|
2022
Q1 | $231K | Sell |
|
|||||
|
2021
Q4 | $1.63M | Buy |
|
|||||
|
2021
Q3 | $1.28M | Hold |
|
|||||
|
2021
Q2 | $1.27M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $778K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $481K | Buy |
|
|||||
|
2020
Q1 | $75K | Buy |
|
|||||
|
2019
Q4 | – | Hold |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $542K | Buy |
|
|||||
|
2019
Q1 | – | Hold |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $172K | Sell |
|
|||||
|
2018
Q2 | $1.53M | Buy |
|
|||||
|
2018
Q1 | – | Hold |
|
|||||
|
2017
Q4 | – | Hold |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $237K | Sell |
|
|||||
|
2017
Q1 | $626K | Buy |
|
|||||
|
2016
Q4 | $220K | Buy |
|
|||||
|
2016
Q3 | $194K | Sell |
|
|||||
|
2016
Q2 | $412K | Buy |
|
|||||
|
2016
Q1 | $54K | Buy |
|
|||||
|
2015
Q4 | – | Hold |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $194K | Sell |
|
|||||
|
2015
Q1 | $302K | Buy |
|
|||||
|
2014
Q4 | $39K | Buy |
|