Algert Global’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 | $1.66M | Buy |
+30,200
| New | +$1.66M | 0.03% | 683 |
|
|
2024
Q4 | – | Sell |
-72,110
| Closed | -$4.58M | – | 1241 |
|
|
2024
Q3 | $4.58M | Buy |
72,110
+58,057
| +413% | +$3.69M | 0.12% | 282 |
|
|
2024
Q2 | $762K | Buy |
+14,053
| New | +$762K | 0.03% | 753 |
|
|
2023
Q4 | – | Sell |
-64,110
| Closed | -$2.76M | – | 1184 |
|
|
2023
Q3 | $2.76M | Buy |
+64,110
| New | +$2.76M | 0.13% | 265 |
|
|
2022
Q4 | – | Sell |
-22,937
| Closed | -$976K | – | 1192 |
|
|
2022
Q3 | $976K | Sell |
22,937
-44,568
| -66% | -$1.9M | 0.06% | 557 |
|
|
2022
Q2 | $2.38M | Buy |
67,505
+2,220
| +3% | +$78.4K | 0.18% | 135 |
|
|
2022
Q1 | $1.7M | Buy |
+65,285
| New | +$1.7M | 0.11% | 302 |
|
|
2018
Q4 | – | Sell |
-80,437
| Closed | -$2.07M | – | 390 |
|
|
2018
Q3 | $2.07M | Sell |
80,437
-56,050
| -41% | -$1.44M | 0.45% | 73 |
|
|
2018
Q2 | $3.11M | Buy |
+136,487
| New | +$3.11M | 0.65% | 42 |
|