Covestor’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 | $61K | Sell |
1,113
-243
| -18% | -$13.3K | 0.04% | 809 |
|
|
2025
Q1 | $75K | Buy |
1,356
+243
| +22% | +$13.4K | 0.05% | 650 |
|
|
2024
Q4 | $59K | Sell |
1,113
-105
| -9% | -$5.57K | 0.04% | 783 |
|
|
2024
Q3 | $77K | Sell |
1,218
-664
| -35% | -$42K | 0.05% | 666 |
|
|
2024
Q2 | $102K | Buy |
1,882
+111
| +6% | +$6.02K | 0.07% | 473 |
|
|
2024
Q1 | $87K | Sell |
1,771
-210
| -11% | -$10.3K | 0.06% | 623 |
|
|
2023
Q4 | $96K | Sell |
1,981
-3,396
| -63% | -$165K | 0.07% | 519 |
|
|
2023
Q3 | $232K | Buy |
5,377
+1,592
| +42% | +$68.7K | 0.17% | 75 |
|
|
2023
Q2 | $121K | Buy |
3,785
+622
| +20% | +$19.9K | 0.09% | 331 |
|
|
2023
Q1 | $112K | Buy |
3,163
+1,546
| +96% | +$54.7K | 0.1% | 319 |
|
|
2022
Q4 | $59K | Buy |
1,617
+1,363
| +537% | +$49.7K | 0.05% | 657 |
|
|
2022
Q3 | $11K | Sell |
254
-158
| -38% | -$6.84K | 0.01% | 1224 |
|
|
2022
Q2 | $15K | Sell |
412
-3,466
| -89% | -$126K | 0.01% | 1049 |
|
|
2022
Q1 | $101K | Sell |
3,878
-1,763
| -31% | -$45.9K | 0.07% | 493 |
|
|
2021
Q4 | $133K | Buy |
+5,641
| New | +$133K | 0.19% | 75 |
|