Cambria Investment 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 | $10.2M | Sell |
185,603
-21,045
| -10% | -$1.16M | 0.69% | 37 |
|
|
2025
Q1 | $11.3M | Sell |
206,648
-21,021
| -9% | -$1.15M | 0.79% | 39 |
|
|
2024
Q4 | $12M | Buy |
227,669
+4,338
| +2% | +$229K | 0.73% | 59 |
|
|
2024
Q3 | $14.2M | Sell |
223,331
-3,559
| -2% | -$226K | 0.85% | 31 |
|
|
2024
Q2 | $12.3M | Buy |
+226,890
| New | +$12.3M | 0.75% | 49 |
|
|
2018
Q2 | – | Sell |
-38,799
| Closed | -$986K | – | 298 |
|
|
2018
Q1 | $986K | Buy |
38,799
+1,006
| +3% | +$25.6K | 0.14% | 170 |
|
|
2017
Q4 | $991K | Buy |
37,793
+3,018
| +9% | +$79.1K | 0.14% | 172 |
|
|
2017
Q3 | $921K | Buy |
+34,775
| New | +$921K | 0.14% | 164 |
|