Choreo LLC’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 | $964K | Buy |
17,443
+2,685
| +18% | +$148K | 0.01% | 610 |
|
|
2025
Q1 | $816K | Sell |
14,758
-5,769
| -28% | -$319K | 0.01% | 628 |
|
|
2024
Q4 | $1.08M | Buy |
20,527
+892
| +5% | +$47.1K | 0.02% | 551 |
|
|
2024
Q3 | $1.24M | Buy |
19,635
+2,901
| +17% | +$184K | 0.02% | 499 |
|
|
2024
Q2 | $916K | Buy |
16,734
+8,134
| +95% | +$445K | 0.02% | 558 |
|
|
2024
Q1 | $422K | Buy |
8,600
+656
| +8% | +$32.2K | 0.01% | 457 |
|
|
2023
Q4 | $387K | Hold |
7,944
| – | – | 0.01% | 452 |
|
|
2023
Q3 | $345K | Hold |
7,944
| – | – | 0.01% | 347 |
|
|
2023
Q2 | $255K | Sell |
7,944
-112
| -1% | -$3.6K | 0.01% | 400 |
|
|
2023
Q1 | $286K | Sell |
8,056
-323
| -4% | -$11.5K | 0.01% | 395 |
|
|
2022
Q4 | $308K | Hold |
8,379
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $359K | Sell |
8,379
-21
| -0.3% | -$900 | 0.02% | 150 |
|
|
2022
Q2 | $299K | Buy |
8,400
+21
| +0.3% | +$747 | 0.02% | 170 |
|
|
2022
Q1 | $220K | Sell |
8,379
-5,128
| -38% | -$135K | 0.01% | 214 |
|
|
2021
Q4 | $318K | Sell |
13,507
-109
| -0.8% | -$2.57K | 0.02% | 178 |
|
|
2021
Q3 | $344K | Hold |
13,616
| – | – | 0.02% | 163 |
|
|
2021
Q2 | $323K | Sell |
13,616
-566
| -4% | -$13.4K | 0.02% | 169 |
|
|
2021
Q1 | $313K | Hold |
14,182
| – | – | 0.02% | 152 |
|
|
2020
Q4 | $229K | Sell |
14,182
-1,620
| -10% | -$26.2K | 0.02% | 179 |
|
|
2020
Q3 | $262K | Buy |
+15,802
| New | +$262K | 0.02% | 156 |
|
|
2020
Q2 | – | Sell |
-10,028
| Closed | -$144K | – | 188 |
|
|
2020
Q1 | $144K | Hold |
10,028
| – | – | 0.02% | 172 |
|
|
2019
Q4 | $238K | Sell |
10,028
-636
| -6% | -$15.1K | 0.02% | 176 |
|
|
2019
Q3 | $252K | Buy |
10,664
+109
| +1% | +$2.58K | 0.03% | 164 |
|
|
2019
Q2 | $312K | Buy |
10,555
+567
| +6% | +$16.8K | 0.04% | 153 |
|
|
2019
Q1 | $242K | Buy |
9,988
+16
| +0.2% | +$388 | 0.03% | 174 |
|
|
2018
Q4 | $256K | Sell |
9,972
-22
| -0.2% | -$565 | 0.04% | 156 |
|
|
2018
Q3 | $260K | Sell |
9,994
-483
| -5% | -$12.6K | 0.03% | 183 |
|
|
2018
Q2 | $241K | Buy |
10,477
+20
| +0.2% | +$460 | 0.03% | 214 |
|
|
2018
Q1 | $268K | Sell |
10,457
-1,486
| -12% | -$38.1K | 0.03% | 230 |
|
|
2017
Q4 | $316K | Sell |
11,943
-716
| -6% | -$18.9K | 0.04% | 215 |
|
|
2017
Q3 | $338K | Buy |
12,659
+1,507
| +14% | +$40.2K | 0.04% | 202 |
|
|
2017
Q2 | $347K | Sell |
11,152
-62
| -0.6% | -$1.93K | 0.05% | 190 |
|
|
2017
Q1 | $263K | Buy |
11,214
+19
| +0.2% | +$446 | 0.04% | 217 |
|
|
2016
Q4 | $260K | Sell |
11,195
-1,398
| -11% | -$32.5K | 0.04% | 202 |
|
|
2016
Q3 | $294K | Hold |
12,593
| – | – | 0.05% | 173 |
|
|
2016
Q2 | $292K | Sell |
12,593
-1,476
| -10% | -$34.2K | 0.06% | 157 |
|
|
2016
Q1 | $375K | Buy |
14,069
+2,255
| +19% | +$60.1K | 0.08% | 121 |
|
|
2015
Q4 | $396K | Sell |
11,814
-1,846
| -14% | -$61.9K | 0.09% | 97 |
|
|
2015
Q3 | $497K | Sell |
13,660
-76
| -0.6% | -$2.77K | 0.13% | 83 |
|
|
2015
Q2 | $410K | Buy |
13,736
+291
| +2% | +$8.69K | 0.1% | 96 |
|
|
2015
Q1 | $434K | Sell |
13,445
-188
| -1% | -$6.07K | 0.11% | 92 |
|
|
2014
Q4 | $462K | Sell |
13,633
-1,495
| -10% | -$50.7K | 0.12% | 83 |
|
|
2014
Q3 | $472K | Hold |
15,128
| – | – | 0.14% | 72 |
|
|
2014
Q2 | $510K | Sell |
15,128
-100
| -0.7% | -$3.37K | 0.14% | 72 |
|
|
2014
Q1 | $463K | Buy |
+15,228
| New | +$463K | 0.14% | 69 |
|