Ceera Investments’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 | $1.13M | Hold |
20,510
| – | – | 0.34% | 57 |
|
|
2025
Q1 | $1.13M | Sell |
20,510
-720
| -3% | -$39.5K | 0.39% | 55 |
|
|
2024
Q4 | $1.12M | Sell |
21,230
-84
| -0.4% | -$4.44K | 0.39% | 51 |
|
|
2024
Q3 | $1.35M | Hold |
21,314
| – | – | 0.51% | 47 |
|
|
2024
Q2 | $1.16M | Sell |
21,314
-435
| -2% | -$23.6K | 0.49% | 47 |
|
|
2024
Q1 | $1.07M | Hold |
21,749
| – | – | 0.47% | 46 |
|
|
2023
Q4 | $1.05M | Hold |
21,749
| – | – | 0.5% | 43 |
|
|
2023
Q3 | $937K | Hold |
21,749
| – | – | 0.51% | 45 |
|
|
2023
Q2 | $693K | Hold |
21,749
| – | – | 0.4% | 48 |
|
|
2023
Q1 | $767K | Hold |
21,749
| – | – | 0.49% | 43 |
|
|
2022
Q4 | $794K | Hold |
21,749
| – | – | 0.5% | 48 |
|
|
2022
Q3 | $925K | Sell |
21,749
-24,995
| -53% | -$1.06M | 0.61% | 48 |
|
|
2022
Q2 | $1.65M | Sell |
46,744
-385
| -0.8% | -$13.6K | 0.94% | 37 |
|
|
2022
Q1 | $1.23M | Buy |
47,129
+865
| +2% | +$22.5K | 0.61% | 40 |
|
|
2021
Q4 | $1.09M | Buy |
46,264
+11,339
| +32% | +$267K | 0.56% | 41 |
|
|
2021
Q3 | $873K | Buy |
34,925
+11,425
| +49% | +$286K | 0.48% | 43 |
|
|
2021
Q2 | $552K | Buy |
23,500
+9,005
| +62% | +$212K | 0.42% | 41 |
|
|
2021
Q1 | $316K | Buy |
+14,495
| New | +$316K | 0.26% | 49 |
|