Ethic Inc’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 | $1.13M | Buy |
20,603
+2,354
| +13% | +$129K | 0.02% | 585 |
|
|
2025
Q1 | $1.03M | Buy |
18,249
+4,253
| +30% | +$240K | 0.02% | 592 |
|
|
2024
Q4 | $740K | Buy |
13,996
+2,932
| +27% | +$155K | 0.01% | 683 |
|
|
2024
Q3 | $543K | Sell |
11,064
-2,315
| -17% | -$114K | 0.01% | 741 |
|
|
2024
Q2 | $726K | Buy |
13,379
+2,315
| +21% | +$126K | 0.02% | 657 |
|
|
2024
Q1 | $543K | Sell |
11,064
-5,040
| -31% | -$248K | 0.01% | 741 |
|
|
2023
Q4 | $779K | Sell |
16,104
-1,810
| -10% | -$87.6K | 0.02% | 611 |
|
|
2023
Q3 | $771K | Sell |
17,914
-229
| -1% | -$9.86K | 0.03% | 551 |
|
|
2023
Q2 | $578K | Sell |
18,143
-2,621
| -13% | -$83.5K | 0.02% | 607 |
|
|
2023
Q1 | $732K | Buy |
20,764
+9,444
| +83% | +$333K | 0.03% | 540 |
|
|
2022
Q4 | $413K | Buy |
11,320
+1,435
| +15% | +$52.4K | 0.02% | 629 |
|
|
2022
Q3 | $421K | Buy |
+9,885
| New | +$421K | 0.03% | 542 |
|