Center for Financial Planning’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 | $126K | Hold |
2,303
| – | – | 0.01% | 196 |
|
|
2025
Q1 | $126K | Hold |
2,303
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $122K | Hold |
2,303
| – | – | 0.02% | 183 |
|
|
2024
Q3 | $146K | Hold |
2,303
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $125K | Hold |
2,303
| – | – | 0.02% | 166 |
|
|
2024
Q1 | $113K | Hold |
2,303
| – | – | 0.02% | 174 |
|
|
2023
Q4 | $111K | Hold |
2,303
| – | – | 0.02% | 167 |
|
|
2023
Q3 | $99.2K | Hold |
2,303
| – | – | 0.02% | 171 |
|
|
2023
Q2 | $73.4K | Hold |
2,303
| – | – | 0.02% | 192 |
|
|
2023
Q1 | $81.2K | Hold |
2,303
| – | – | 0.02% | 178 |
|
|
2022
Q4 | $84.1K | Hold |
2,303
| – | – | 0.02% | 176 |
|
|
2022
Q3 | $98K | Buy |
+2,303
| New | +$98K | 0.03% | 158 |
|