Sowell Financial Services’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,802
| Closed | -$1.32M | – | 792 |
|
|
2022
Q4 | $1.32M | Buy |
+35,802
| New | +$1.32M | 0.09% | 267 |
|
|
2021
Q2 | – | Sell |
-10,752
| Closed | -$251K | – | 1489 |
|
|
2021
Q1 | $251K | Buy |
+10,752
| New | +$251K | 0.01% | 920 |
|
|
2020
Q4 | – | Sell |
-4,531
| Closed | -$74K | – | 2767 |
|
|
2020
Q3 | $74K | Sell |
4,531
-461
| -9% | -$7.53K | ﹤0.01% | 1082 |
|
|
2020
Q2 | $71K | Buy |
4,992
+4,703
| +1,627% | +$66.9K | ﹤0.01% | 1070 |
|
|
2020
Q1 | $4K | Sell |
289
-51
| -15% | -$706 | ﹤0.01% | 1893 |
|
|
2019
Q4 | $8K | Sell |
340
-1,224
| -78% | -$28.8K | ﹤0.01% | 1755 |
|
|
2019
Q3 | $37K | Buy |
+1,564
| New | +$37K | ﹤0.01% | 1086 |
|
|
2018
Q3 | – | Sell |
-7,855
| Closed | -$202K | – | 395 |
|
|
2018
Q2 | $202K | Buy |
7,855
+6
| +0.1% | +$154 | 0.04% | 269 |
|
|
2018
Q1 | $210K | Sell |
7,849
-271
| -3% | -$7.25K | 0.05% | 250 |
|
|
2017
Q4 | $215K | Buy |
+8,120
| New | +$215K | 0.05% | 235 |
|
|
2017
Q3 | – | Sell |
-6,988
| Closed | -$212K | – | 270 |
|
|
2017
Q2 | $212K | Buy |
+6,988
| New | +$212K | 0.06% | 230 |
|
|
2017
Q1 | – | Sell |
-89
| Closed | -$2K | – | 399 |
|
|
2016
Q4 | $2K | Buy |
+89
| New | +$2K | ﹤0.01% | 589 |
|