Ascent Group’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 | $906K | Sell |
16,511
-390
| -2% | -$21.4K | 0.04% | 352 |
|
|
2025
Q1 | $928K | Buy |
16,901
+920
| +6% | +$50.5K | 0.04% | 337 |
|
|
2024
Q4 | $844K | Buy |
15,981
+39
| +0.2% | +$2.06K | 0.06% | 299 |
|
|
2024
Q3 | $1.01M | Sell |
15,942
-1,935
| -11% | -$123K | 0.08% | 284 |
|
|
2024
Q2 | $969K | Sell |
17,877
-574
| -3% | -$31.1K | 0.08% | 266 |
|
|
2024
Q1 | $906K | Buy |
18,451
+498
| +3% | +$24.5K | 0.08% | 289 |
|
|
2023
Q4 | $852K | Buy |
+17,953
| New | +$852K | 0.08% | 276 |
|