Bleakley 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
Q1 | – | Sell |
-4,323
| Closed | -$228K | – | 713 |
|
|
2024
Q4 | $228K | Sell |
4,323
-69
| -2% | -$3.65K | 0.01% | 907 |
|
|
2024
Q3 | $279K | Buy |
4,392
+73
| +2% | +$4.64K | 0.01% | 806 |
|
|
2024
Q2 | $234K | Sell |
4,319
-1,516
| -26% | -$82.2K | 0.01% | 836 |
|
|
2024
Q1 | $287K | Sell |
5,835
-1,254
| -18% | -$61.6K | 0.01% | 772 |
|
|
2023
Q4 | $343K | Buy |
+7,089
| New | +$343K | 0.01% | 699 |
|