Curi RMB Capital’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 | $647K | Buy |
+11,711
| New | +$647K | 0.01% | 474 |
|
|
2025
Q1 | – | Sell |
-11,632
| Closed | -$615K | – | 501 |
|
|
2024
Q4 | $615K | Hold |
11,632
| – | – | 0.01% | 385 |
|
|
2024
Q3 | $739K | Hold |
11,632
| – | – | 0.02% | 379 |
|
|
2024
Q2 | $631K | Hold |
11,632
| – | – | 0.02% | 388 |
|
|
2024
Q1 | $571K | Hold |
11,632
| – | – | 0.01% | 422 |
|
|
2023
Q4 | $563K | Hold |
11,632
| – | – | 0.02% | 374 |
|
|
2023
Q3 | $501K | Hold |
11,632
| – | – | 0.02% | 373 |
|
|
2023
Q2 | $371K | Buy |
+11,632
| New | +$371K | 0.01% | 408 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 483 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 438 |
|