Colonial River 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 Q1	–	Sell	-3,860	Closed	-$204K	–	232
2024 Q4	$204K	Buy	3,860 +268	+7%	+$14.2K	0.1%	196
2024 Q3	$228K	Buy	+3,592	New	+$228K	0.11%	194