SIS
Sound Income Strategies’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
5,549
-137,776
| -96% | -$7.56M | 0.02% | 222 |
|
|
2025
Q1 | $7.87M | Sell |
143,325
-41,049
| -22% | -$2.25M | 0.46% | 62 |
|
|
2024
Q4 | $9.74M | Buy |
184,374
+1,542
| +0.8% | +$81.5K | 0.6% | 53 |
|
|
2024
Q3 | $11.6M | Sell |
182,832
-25,401
| -12% | -$1.61M | 0.75% | 48 |
|
|
2024
Q2 | $11.3M | Sell |
208,233
-64,362
| -24% | -$3.49M | 0.71% | 42 |
|
|
2024
Q1 | $13.4M | Sell |
272,595
-15,553
| -5% | -$764K | 1% | 32 |
|
|
2023
Q4 | $13.9M | Sell |
288,148
-11,218
| -4% | -$543K | 1.16% | 25 |
|
|
2023
Q3 | $12.9M | Buy |
299,366
+21,101
| +8% | +$909K | 1.09% | 28 |
|
|
2023
Q2 | $8.87M | Buy |
278,265
+21,563
| +8% | +$687K | 0.91% | 35 |
|
|
2023
Q1 | $9.05M | Buy |
256,702
+25,054
| +11% | +$883K | 0.98% | 29 |
|
|
2022
Q4 | $8.46M | Buy |
231,648
+21,538
| +10% | +$786K | 1.08% | 25 |
|
|
2022
Q3 | $8.94M | Sell |
210,110
-126,547
| -38% | -$5.38M | 1.3% | 24 |
|
|
2022
Q2 | $11.9M | Sell |
336,657
-64,767
| -16% | -$2.29M | 1.59% | 19 |
|
|
2022
Q1 | $10.5M | Buy |
401,424
+55,005
| +16% | +$1.43M | 1.2% | 24 |
|
|
2021
Q4 | $8.16M | Buy |
346,419
+23,162
| +7% | +$546K | 0.96% | 24 |
|
|
2021
Q3 | $8.08M | Buy |
323,257
+47,527
| +17% | +$1.19M | 1.04% | 24 |
|
|
2021
Q2 | $6.47M | Buy |
275,730
+28,241
| +11% | +$663K | 0.93% | 24 |
|
|
2021
Q1 | $5.4M | Buy |
247,489
+99,074
| +67% | +$2.16M | 0.91% | 25 |
|
|
2020
Q4 | $2.35M | Buy |
148,415
+51,439
| +53% | +$816K | 0.52% | 29 |
|
|
2020
Q3 | $1.58M | Buy |
96,976
+96,850
| +76,865% | +$1.58M | 0.43% | 30 |
|
|
2020
Q2 | $2K | Hold |
126
| – | – | ﹤0.01% | 640 |
|
|
2020
Q1 | $2K | Hold |
126
| – | – | ﹤0.01% | 595 |
|
|
2019
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 530 |
|
|
2019
Q3 | $3K | Hold |
126
| – | – | ﹤0.01% | 497 |
|
|
2019
Q2 | $4K | Hold |
126
| – | – | ﹤0.01% | 472 |
|
|
2019
Q1 | $3K | Hold |
126
| – | – | ﹤0.01% | 503 |
|
|
2018
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 494 |
|
|
2018
Q3 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 506 |
|