Flagship Harbor Advisors’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 | $395K | Buy |
7,198
+35
| +0.5% | +$1.92K | 0.02% | 539 |
|
|
2025
Q1 | $393K | Sell |
7,163
-69
| -1% | -$3.79K | 0.02% | 500 |
|
|
2024
Q4 | $382K | Sell |
7,232
-153
| -2% | -$8.09K | 0.02% | 499 |
|
|
2024
Q3 | $469K | Buy |
+7,385
| New | +$469K | 0.03% | 430 |
|
|
2024
Q1 | $343K | Sell |
6,986
-33
| -0.5% | -$1.62K | 0.02% | 484 |
|
|
2023
Q4 | $340K | Buy |
7,019
+819
| +13% | +$39.6K | 0.02% | 459 |
|
|
2023
Q3 | $267K | Buy |
+6,200
| New | +$267K | 0.02% | 500 |
|
|
2023
Q2 | – | Sell |
-6,000
| Closed | -$212K | – | 632 |
|
|
2023
Q1 | $212K | Hold |
6,000
| – | – | 0.02% | 578 |
|
|
2022
Q4 | $219K | Hold |
6,000
| – | – | 0.02% | 550 |
|
|
2022
Q3 | $255K | Hold |
6,000
| – | – | 0.03% | 483 |
|
|
2022
Q2 | $212K | Buy |
+6,000
| New | +$212K | 0.02% | 548 |
|
|
2020
Q4 | – | Sell |
-6,057
| Closed | -$98K | – | 1039 |
|
|
2020
Q3 | $98K | Hold |
6,057
| – | – | 0.01% | 661 |
|
|
2020
Q2 | $86K | Hold |
6,057
| – | – | 0.01% | 692 |
|
|
2020
Q1 | $85K | Hold |
6,057
| – | – | 0.02% | 599 |
|
|
2019
Q4 | $142K | Hold |
6,057
| – | – | 0.02% | 523 |
|
|
2019
Q3 | $143K | Hold |
6,057
| – | – | 0.03% | 492 |
|
|
2019
Q2 | $177K | Hold |
6,057
| – | – | 0.04% | 417 |
|
|
2019
Q1 | $145K | Hold |
6,057
| – | – | 0.03% | 484 |
|
|
2018
Q4 | $153K | Hold |
6,057
| – | – | 0.04% | 422 |
|
|
2018
Q3 | $158K | Hold |
6,057
| – | – | 0.03% | 474 |
|
|
2018
Q2 | $137K | Buy |
+6,057
| New | +$137K | 0.03% | 487 |
|