Focus Financial Network’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 | $367K | Hold |
6,633
| – | – | 0.01% | 513 |
|
|
2025
Q1 | $367K | Hold |
6,633
| – | – | 0.02% | 496 |
|
|
2024
Q4 | $353K | Buy |
6,633
+40
| +0.6% | +$2.13K | 0.01% | 504 |
|
|
2024
Q3 | $421K | Hold |
6,593
| – | – | 0.02% | 449 |
|
|
2024
Q2 | $371K | Buy |
6,593
+37
| +0.6% | +$2.08K | 0.02% | 473 |
|
|
2024
Q1 | $305K | Buy |
6,556
+88
| +1% | +$4.1K | 0.01% | 485 |
|
|
2023
Q4 | $315K | Buy |
6,468
+49
| +0.8% | +$2.39K | 0.01% | 558 |
|
|
2023
Q3 | $278K | Buy |
6,419
+59
| +0.9% | +$2.56K | 0.02% | 482 |
|
|
2023
Q2 | $205K | Buy |
6,360
+53
| +0.8% | +$1.71K | 0.01% | 560 |
|
|
2023
Q1 | $224K | Buy |
6,307
+51
| +0.8% | +$1.81K | 0.01% | 514 |
|
|
2022
Q4 | $230K | Buy |
6,256
+43
| +0.7% | +$1.58K | 0.02% | 424 |
|
|
2022
Q3 | $266K | Buy |
6,213
+46
| +0.7% | +$1.97K | 0.02% | 390 |
|
|
2022
Q2 | $219K | Buy |
+6,167
| New | +$219K | 0.02% | 451 |
|