SMFG
Sumitomo Mitsui Financial Group’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,664
| Closed | -$1.37M | – | 144 |
|
|
2024
Q2 | $1.37M | Buy |
21,664
+7,110
| +49% | +$451K | 0.04% | 83 |
|
|
2024
Q1 | $1.23M | Sell |
14,554
-6,193
| -30% | -$524K | 0.04% | 90 |
|
|
2023
Q4 | $1.65M | Buy |
20,747
+9,744
| +89% | +$775K | 0.05% | 76 |
|
|
2023
Q3 | $488K | Sell |
11,003
-97,237
| -90% | -$4.31M | 0.02% | 112 |
|
|
2023
Q2 | $6.97M | Buy |
108,240
+583
| +0.5% | +$37.5K | 0.22% | 47 |
|
|
2023
Q1 | $7.37M | Buy |
107,657
+47,307
| +78% | +$3.24M | 0.23% | 46 |
|
|
2022
Q4 | $3.8M | Buy |
60,350
+6,241
| +12% | +$393K | 0.14% | 63 |
|
|
2022
Q3 | $3.03M | Sell |
54,109
-460,265
| -89% | -$25.7M | 0.13% | 72 |
|
|
2022
Q2 | $32.8M | Buy |
514,374
+79,599
| +18% | +$5.08M | 0.92% | 18 |
|
|
2022
Q1 | $60.9M | Buy |
434,775
+424,597
| +4,172% | +$59.5M | 1.79% | 9 |
|
|
2021
Q4 | $1.65M | Buy |
+10,178
| New | +$1.65M | 0.05% | 93 |
|