Barnett & Company’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 | $226K | Hold |
4,120
| – | – | 0.18% | 74 |
|
|
2025
Q1 | $226K | Hold |
4,120
| – | – | 0.19% | 73 |
|
|
2024
Q4 | $218K | Hold |
4,120
| – | – | 0.14% | 77 |
|
|
2024
Q3 | $262K | Hold |
4,120
| – | – | 0.17% | 73 |
|
|
2024
Q2 | $223K | Hold |
4,120
| – | – | 0.16% | 76 |
|
|
2024
Q1 | $202K | Buy |
+4,120
| New | +$202K | 0.14% | 82 |
|
|
2023
Q1 | – | Sell |
-25,620
| Closed | -$935K | – | 85 |
|
|
2022
Q4 | $935K | Sell |
25,620
-5,150
| -17% | -$188K | 0.71% | 40 |
|
|
2022
Q3 | $1.31M | Buy |
30,770
+4,670
| +18% | +$199K | 1.16% | 27 |
|
|
2022
Q2 | $922K | Sell |
26,100
-30,800
| -54% | -$1.09M | 0.74% | 42 |
|
|
2022
Q1 | $1.48M | Sell |
56,900
-1,200
| -2% | -$31.3K | 1.05% | 29 |
|
|
2021
Q4 | $1.37M | Sell |
58,100
-750
| -1% | -$17.7K | 0.95% | 30 |
|
|
2021
Q3 | $1.47M | Sell |
58,850
-600
| -1% | -$15K | 1.11% | 27 |
|
|
2021
Q2 | $1.4M | Buy |
+59,450
| New | +$1.4M | 0.92% | 31 |
|