Csenge Advisory Group’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 | $219K | Sell |
3,854
-1,959
| -34% | -$112K | 0.01% | 639 |
|
|
2025
Q1 | $366K | Sell |
5,813
-397
| -6% | -$25K | 0.02% | 480 |
|
|
2024
Q4 | $328K | Sell |
6,210
-460
| -7% | -$24.3K | 0.02% | 534 |
|
|
2024
Q3 | $406K | Sell |
6,670
-53
| -0.8% | -$3.23K | 0.02% | 474 |
|
|
2024
Q2 | $365K | Buy |
6,723
+550
| +9% | +$29.8K | 0.02% | 484 |
|
|
2024
Q1 | $303K | Buy |
6,173
+1,710
| +38% | +$84K | 0.02% | 543 |
|
|
2023
Q4 | $216K | Buy |
+4,463
| New | +$216K | 0.01% | 608 |
|