Blue Trust Inc’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 | $492K | Buy |
8,972
+959
| +12% | +$52.6K | 0.01% | 452 |
|
|
2025
Q1 | $440K | Buy |
8,013
+1,221
| +18% | +$67K | 0.01% | 445 |
|
|
2024
Q4 | $359K | Buy |
6,792
+1,310
| +24% | +$69.2K | ﹤0.01% | 472 |
|
|
2024
Q3 | $297K | Buy |
5,482
+1,219
| +29% | +$66.1K | ﹤0.01% | 683 |
|
|
2024
Q2 | $209K | Buy |
4,263
+1,271
| +42% | +$62.4K | ﹤0.01% | 685 |
|
|
2024
Q1 | $147K | Buy |
2,992
+350
| +13% | +$17.2K | ﹤0.01% | 603 |
|
|
2023
Q4 | $113K | Buy |
2,642
+1,565
| +145% | +$66.9K | ﹤0.01% | 637 |
|
|
2023
Q3 | $34K | Buy |
1,077
+608
| +130% | +$19.2K | ﹤0.01% | 986 |
|
|
2023
Q2 | $16K | Sell |
469
-2,561
| -85% | -$87.4K | ﹤0.01% | 1130 |
|
|
2023
Q1 | $111K | Buy |
3,030
+950
| +46% | +$34.8K | ﹤0.01% | 736 |
|
|
2022
Q4 | $89K | Buy |
2,080
+911
| +78% | +$39K | ﹤0.01% | 708 |
|
|
2022
Q3 | $41K | Buy |
1,169
+294
| +34% | +$10.3K | ﹤0.01% | 827 |
|
|
2022
Q2 | $23K | Buy |
+875
| New | +$23K | ﹤0.01% | 912 |
|