Caprock Group’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 Q1	–	Sell	-4,856	Closed	-$259K	–	1123
2024 Q4	$259K	Sell	4,856 -1,046	-18%	-$55.7K	0.01%	855
2024 Q3	$377K	Buy	5,902 +746	+14%	+$47.7K	0.01%	648
2024 Q2	$281K	Buy	+5,156	New	+$281K	0.01%	703