Curi RMB Capital’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $605K | Buy |
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|
2025
Q2 | $647K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $615K | Hold |
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|
2024
Q3 | $739K | Hold |
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|
2024
Q2 | $631K | Hold |
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|
2024
Q1 | $571K | Hold |
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|
2023
Q4 | $563K | Hold |
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|
2023
Q3 | $501K | Hold |
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|
2023
Q2 | $371K | Buy |
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|
2016
Q4 | – | Hold |
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|
2016
Q3 | – | Hold |
|