Summit Securities Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
+2,358
| New | +$129K | 0.02% | 222 |
|
|
2023
Q1 | – | Sell |
-8,459
| Closed | -$309K | – | 849 |
|
|
2022
Q4 | $309K | Buy |
8,459
+7,659
| +957% | +$280K | 0.01% | 216 |
|
|
2022
Q3 | $34K | Sell |
800
-300
| -27% | -$12.8K | ﹤0.01% | 467 |
|
|
2022
Q2 | $39K | Buy |
1,100
+700
| +175% | +$24.8K | ﹤0.01% | 437 |
|
|
2022
Q1 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 598 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 448 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 234 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 298 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$3K | – | 585 |
|
|
2014
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 438 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 401 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 452 |
|
|
2013
Q3 | – | Sell |
-1,700
| Closed | -$47K | – | 360 |
|
|
2013
Q2 | $47K | Buy |
+1,700
| New | +$47K | 0.02% | 174 |
|