Boothbay Fund Management’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 | – | Sell |
-5,139
| Closed | -$282K | – | 1376 |
|
|
2025
Q1 | $282K | Sell |
5,139
-4,959
| -49% | -$272K | 0.01% | 921 |
|
|
2024
Q4 | $534K | Buy |
+10,098
| New | +$534K | 0.01% | 712 |
|
|
2024
Q1 | – | Sell |
-4,355
| Closed | -$211K | – | 1546 |
|
|
2023
Q4 | $211K | Buy |
+4,355
| New | +$211K | 0.01% | 1160 |
|
|
2017
Q3 | – | Sell |
-13,275
| Closed | -$410K | – | 593 |
|
|
2017
Q2 | $410K | Buy |
+13,275
| New | +$410K | 0.09% | 250 |
|