SFI
Susquehanna Fundamental Investments’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,800
| Closed | -$306K | – | 1146 |
|
|
2024
Q4 | $306K | Buy |
+5,800
| New | +$306K | ﹤0.01% | 937 |
|
|
2024
Q2 | $1.2M | Buy |
+22,200
| New | +$1.2M | 0.03% | 521 |
|
|
2023
Q1 | – | Sell |
-190,199
| Closed | -$6.94M | – | 1016 |
|
|
2022
Q4 | $6.94M | Sell |
190,199
-45,966
| -19% | -$1.68M | 0.12% | 229 |
|
|
2022
Q3 | $10M | Buy |
+236,165
| New | +$10M | 0.17% | 171 |
|
|
2022
Q1 | $5.51M | Buy |
211,722
+124,792
| +144% | +$3.25M | 0.11% | 267 |
|
|
2021
Q4 | $2.05M | Sell |
86,930
-92,760
| -52% | -$2.19M | 0.05% | 417 |
|
|
2021
Q3 | $4.49M | Sell |
179,690
-36,383
| -17% | -$910K | 0.08% | 325 |
|
|
2021
Q2 | $5.07M | Buy |
216,073
+4,793
| +2% | +$113K | 0.09% | 303 |
|
|
2021
Q1 | $4.61M | Buy |
211,280
+43,155
| +26% | +$941K | 0.08% | 343 |
|
|
2020
Q4 | $2.67M | Buy |
168,125
+118,425
| +238% | +$1.88M | 0.05% | 531 |
|
|
2020
Q3 | $810K | Sell |
49,700
-129,000
| -72% | -$2.1M | 0.02% | 719 |
|
|
2020
Q2 | $2.55M | Buy |
+178,700
| New | +$2.55M | 0.12% | 209 |
|
|
2020
Q1 | – | Sell |
-167,100
| Closed | -$3.92M | – | 356 |
|
|
2019
Q4 | $3.92M | Buy |
167,100
+36,000
| +27% | +$845K | 0.51% | 59 |
|
|
2019
Q3 | $3.1M | Buy |
+131,100
| New | +$3.1M | 0.38% | 79 |
|
|
2019
Q1 | – | Sell |
-60,391
| Closed | -$1.53M | – | 402 |
|
|
2018
Q4 | $1.53M | Buy |
+60,391
| New | +$1.53M | 0.27% | 123 |
|
|
2018
Q3 | – | Sell |
-223,278
| Closed | -$5.09M | – | 373 |
|
|
2018
Q2 | $5.09M | Buy |
223,278
+149,178
| +201% | +$3.4M | 0.75% | 30 |
|
|
2018
Q1 | $1.88M | Buy |
+74,100
| New | +$1.88M | 0.22% | 162 |
|