Caldwell Sutter Capital’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 |
-200
| Closed | -$11K | – | 878 |
|
|
2025
Q1 | $11K | Hold |
200
| – | – | 0.01% | 527 |
|
|
2024
Q4 | $10.6K | Hold |
200
| – | – | ﹤0.01% | 543 |
|
|
2024
Q3 | $12.7K | Hold |
200
| – | – | 0.01% | 531 |
|
|
2024
Q2 | $10.8K | Hold |
200
| – | – | 0.01% | 550 |
|
|
2024
Q1 | $9.82K | Hold |
200
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $9.67K | Hold |
200
| – | – | ﹤0.01% | 552 |
|
|
2023
Q3 | $8.61K | Hold |
200
| – | – | ﹤0.01% | 546 |
|
|
2023
Q2 | $6.37K | Hold |
200
| – | – | ﹤0.01% | 578 |
|
|
2023
Q1 | $7.05K | Buy |
+200
| New | +$7.05K | 0.01% | 423 |
|