AGF Management’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 | $2.92M | Buy |
53,264
+2,719
| +5% | +$149K | 0.01% | 415 |
|
|
2025
Q1 | $2.78M | Buy |
50,545
+6,659
| +15% | +$366K | 0.01% | 363 |
|
|
2024
Q4 | $2.32M | Sell |
43,886
-4,152
| -9% | -$219K | 0.01% | 465 |
|
|
2024
Q3 | $3.05M | Sell |
48,038
-7
| -0% | -$445 | 0.02% | 438 |
|
|
2024
Q2 | $2.61M | Buy |
48,045
+1,398
| +3% | +$75.8K | 0.01% | 338 |
|
|
2024
Q1 | $2.29M | Sell |
46,647
-14,050
| -23% | -$690K | 0.01% | 449 |
|
|
2023
Q4 | $2.94M | Sell |
60,697
-15,444
| -20% | -$747K | 0.02% | 396 |
|
|
2023
Q3 | $3.28M | Buy |
+76,141
| New | +$3.28M | 0.02% | 302 |
|
|
2023
Q2 | – | Sell |
-92,746
| Closed | -$3.27M | – | 715 |
|
|
2023
Q1 | $3.27M | Buy |
+92,746
| New | +$3.27M | 0.02% | 403 |
|