Atomi Financial 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	$246K	Buy	4,478 +618	+16%	+$33.9K	0.01%	928
2025 Q1	$212K	Buy	+3,860	New	+$212K	0.01%	945
2023 Q2	–	Sell	-25,197	Closed	-$888K	–	279
2023 Q1	$888K	Buy	+25,197	New	+$888K	0.5%	59