CoreCap Advisors’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 | – | Sell |
-143
| Closed | -$7.85K | – | 2965 |
|
|
2025
Q1 | $7.85K | Buy |
143
+139
| +3,475% | +$7.63K | ﹤0.01% | 1924 |
|
|
2024
Q4 | $211 | Hold |
4
| – | – | ﹤0.01% | 2719 |
|
|
2024
Q3 | $254 | Buy |
+4
| New | +$254 | ﹤0.01% | 2462 |
|
|
2024
Q2 | – | Sell |
-403
| Closed | -$19.8K | – | 2046 |
|
|
2024
Q1 | $19.8K | Buy |
+403
| New | +$19.8K | ﹤0.01% | 1484 |
|
|
2022
Q4 | $61.6K | Buy |
+1,686
| New | +$61.6K | ﹤0.01% | 923 |
|
|
2022
Q3 | – | Sell |
-1,321
| Closed | -$47K | – | 1196 |
|
|
2022
Q2 | $47K | Buy |
+1,321
| New | +$47K | ﹤0.01% | 964 |
|
|
2022
Q1 | – | Sell |
-1,880
| Closed | -$44K | – | 1206 |
|
|
2021
Q4 | $44K | Buy |
+1,880
| New | +$44K | ﹤0.01% | 1034 |
|