Summit Securities Group’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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $129K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $309K | Buy |
|
|||||
|
2022
Q3 | $34K | Sell |
|
|||||
|
2022
Q2 | $39K | Buy |
|
|||||
|
2022
Q1 | $10K | Buy |
|
|||||
|
2021
Q4 | – | Hold |
|
|||||
|
2016
Q1 | – | Hold |
|
|||||
|
2015
Q4 | – | Hold |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $3K | Buy |
|
|||||
|
2014
Q1 | – | Hold |
|
|||||
|
2013
Q4 | – | Hold |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $47K | Buy |
|