Empowered Funds’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 | $3.76M | Sell |
68,423
-159,511
| -70% | -$8.76M | 0.04% | 537 |
|
|
2025
Q1 | $12.5M | Buy |
227,934
+27,542
| +14% | +$1.51M | 0.18% | 110 |
|
|
2024
Q4 | $10.6M | Buy |
200,392
+70,501
| +54% | +$3.73M | 0.15% | 131 |
|
|
2024
Q3 | $8.25M | Buy |
129,891
+118,228
| +1,014% | +$7.51M | 0.13% | 193 |
|
|
2024
Q2 | $632K | Buy |
11,663
+4,228
| +57% | +$229K | 0.01% | 990 |
|
|
2024
Q1 | $365K | Sell |
7,435
-16,757
| -69% | -$823K | 0.01% | 1157 |
|
|
2023
Q4 | $1.17M | Sell |
24,192
-22,702
| -48% | -$1.1M | 0.03% | 703 |
|
|
2023
Q3 | $2.02M | Buy |
+46,894
| New | +$2.02M | 0.06% | 449 |
|
|
2023
Q2 | – | Sell |
-73,276
| Closed | -$2.58M | – | 1146 |
|
|
2023
Q1 | $2.58M | Buy |
+73,276
| New | +$2.58M | 0.15% | 180 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 327 |
|
|
2022
Q3 | – | Sell |
-120,715
| Closed | -$4.26M | – | 351 |
|
|
2022
Q2 | $4.26M | Buy |
+120,715
| New | +$4.26M | 0.55% | 47 |
|
|
2021
Q4 | – | Sell |
-175,558
| Closed | -$4.39M | – | 267 |
|
|
2021
Q3 | $4.39M | Buy |
+175,558
| New | +$4.39M | 0.56% | 45 |
|
|
2020
Q4 | – | Sell |
-185,023
| Closed | -$3.01M | – | 189 |
|
|
2020
Q3 | $3.01M | Buy |
+185,023
| New | +$3.01M | 0.94% | 18 |
|
|
2020
Q2 | – | Sell |
-106,020
| Closed | -$2.49M | – | 126 |
|
|
2020
Q1 | $2.49M | Hold |
106,020
| – | – | 0.9% | 44 |
|
|
2019
Q4 | $2.49M | Buy |
+106,020
| New | +$2.49M | 0.9% | 44 |
|
|
2019
Q3 | – | Sell |
-80,097
| Closed | -$2.35M | – | 107 |
|
|
2019
Q2 | $2.35M | Sell |
80,097
-26,185
| -25% | -$767K | 0.98% | 15 |
|
|
2019
Q1 | $2.54M | Buy |
106,282
+20,298
| +24% | +$486K | 0.91% | 23 |
|
|
2018
Q4 | $2.18M | Sell |
85,984
-33,996
| -28% | -$862K | 0.92% | 21 |
|
|
2018
Q3 | $3.12M | Buy |
+119,980
| New | +$3.12M | 0.92% | 24 |
|
|
2018
Q2 | – | Sell |
-125,104
| Closed | -$3.15M | – | 107 |
|
|
2018
Q1 | $3.15M | Buy |
125,104
+44,892
| +56% | +$1.13M | 1.15% | 20 |
|
|
2017
Q4 | $2.1M | Buy |
80,212
+11,550
| +17% | +$303K | 1.06% | 44 |
|
|
2017
Q3 | $1.82M | Buy |
+68,662
| New | +$1.82M | 1.18% | 30 |
|