Stonebridge Capital Advisors’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
Q4 | – | Sell |
-216
| Closed | -$9.3K | – | 478 |
|
|
2023
Q3 | $9.3K | Hold |
216
| – | – | ﹤0.01% | 616 |
|
|
2023
Q2 | $6.88K | Hold |
216
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $7.61K | Hold |
216
| – | – | ﹤0.01% | 653 |
|
|
2022
Q4 | $7.89K | Hold |
216
| – | – | ﹤0.01% | 639 |
|
|
2022
Q3 | $9K | Hold |
216
| – | – | ﹤0.01% | 592 |
|
|
2022
Q2 | $8K | Sell |
216
-500
| -70% | -$18.5K | ﹤0.01% | 642 |
|
|
2022
Q1 | $19K | Hold |
716
| – | – | ﹤0.01% | 539 |
|
|
2021
Q4 | $17K | Hold |
716
| – | – | ﹤0.01% | 534 |
|
|
2021
Q3 | $18K | Sell |
716
-1,124
| -61% | -$28.3K | ﹤0.01% | 514 |
|
|
2021
Q2 | $42K | Buy |
1,840
+716
| +64% | +$16.3K | ﹤0.01% | 498 |
|
|
2021
Q1 | $25K | Buy |
+1,124
| New | +$25K | ﹤0.01% | 463 |
|