Abacus FCF Advisors’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 | $4.13M | Buy |
75,326
+1,288
| +2% | +$70.7K | 0.58% | 53 |
|
|
2025
Q1 | $4.07M | Buy |
74,038
+9,527
| +15% | +$523K | 0.64% | 48 |
|
|
2024
Q4 | $3.41M | Buy |
64,511
+20,460
| +46% | +$1.08M | 0.45% | 66 |
|
|
2024
Q3 | $2.8M | Buy |
44,051
+2
| +0% | +$127 | 0.65% | 45 |
|
|
2024
Q2 | $2.39M | Buy |
44,049
+11,814
| +37% | +$641K | 0.59% | 55 |
|
|
2024
Q1 | $1.58M | Buy |
32,235
+9,218
| +40% | +$453K | 0.4% | 86 |
|
|
2023
Q4 | $1.11M | Buy |
23,017
+19,201
| +503% | +$929K | 0.32% | 105 |
|
|
2023
Q3 | $164K | Buy |
+3,816
| New | +$164K | 0.09% | 137 |
|
|
2017
Q3 | – | Sell |
-9,509
| Closed | -$294K | – | 104 |
|
|
2017
Q2 | $294K | Buy |
9,509
+4,869
| +105% | +$151K | 1.14% | 14 |
|
|
2017
Q1 | $108K | Buy |
4,640
+2,184
| +89% | +$50.8K | 0.89% | 81 |
|
|
2016
Q4 | $56K | Buy |
2,456
+1,376
| +127% | +$31.4K | 0.93% | 76 |
|
|
2016
Q3 | $25K | Buy |
+1,080
| New | +$25K | 1% | 40 |
|