CX Institutional’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 | $2K | Hold |
28
| – | – | ﹤0.01% | 1150 |
|
|
2025
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1141 |
|
|
2022
Q3 | – | Sell |
-30
| Closed | -$1K | – | 769 |
|
|
2022
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1143 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$1K | – | 595 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 938 |
|
|
2021
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 938 |
|
|
2020
Q4 | – | Sell |
-1,008
| Closed | -$16K | – | 874 |
|
|
2020
Q3 | $16K | Buy |
1,008
+41
| +4% | +$651 | ﹤0.01% | 591 |
|
|
2020
Q2 | $14K | Hold |
967
| – | – | ﹤0.01% | 510 |
|
|
2020
Q1 | $14K | Buy |
+967
| New | +$14K | ﹤0.01% | 420 |
|
|
2019
Q4 | – | Sell |
-65,293
| Closed | -$1.54M | – | 750 |
|
|
2019
Q3 | $1.54M | Buy |
65,293
+65,265
| +233,089% | +$1.54M | 0.25% | 97 |
|
|
2019
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 854 |
|
|
2019
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 748 |
|