Caldwell Sutter Capital’s H&R Block HRB Stock Holding History

Caldwell Sutter Capital’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$11K	Hold
2024 Q4	$10.6K	Hold
2024 Q3	$12.7K	Hold
2024 Q2	$10.8K	Hold
2024 Q1	$9.82K	Hold
2023 Q4	$9.67K	Hold
2023 Q3	$8.61K	Hold
2023 Q2	$6.37K	Hold
2023 Q1	$7.05K	Buy