AlphaQuest’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 | – | Sell |
-5,864
| Closed | -$322K | – | 2127 |
|
|
2025
Q1 | $322K | Sell |
5,864
-5,523
| -49% | -$303K | 0.04% | 731 |
|
|
2024
Q4 | $602K | Sell |
11,387
-954
| -8% | -$50.4K | 0.08% | 393 |
|
|
2024
Q3 | $784K | Buy |
12,341
+11,627
| +1,628% | +$739K | 0.07% | 466 |
|
|
2024
Q2 | $38.7K | Buy |
714
+689
| +2,756% | +$37.4K | 0.01% | 1154 |
|
|
2024
Q1 | $1.23K | Buy |
+25
| New | +$1.23K | ﹤0.01% | 1286 |
|