Trustmark National Bank Trust Department’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,201
| Closed | -$203K | – | 298 |
|
|
2024
Q3 | $203K | Buy |
+3,201
| New | +$203K | 0.02% | 290 |
|
|
2019
Q3 | – | Sell |
-3,150
| Closed | -$93K | – | 368 |
|
|
2019
Q2 | $93K | Sell |
3,150
-500
| -14% | -$14.8K | 0.01% | 283 |
|
|
2019
Q1 | $88K | Hold |
3,650
| – | – | 0.01% | 278 |
|
|
2018
Q4 | $93K | Hold |
3,650
| – | – | 0.01% | 274 |
|
|
2018
Q3 | $94K | Buy |
+3,650
| New | +$94K | 0.01% | 289 |
|