FORA Capital’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 | – | Sell |
-19,568
| Closed | -$1.07M | – | 591 |
|
|
2025
Q1 | $1.07M | Sell |
19,568
-759
| -4% | -$41.7K | 0.11% | 211 |
|
|
2024
Q4 | $1.07M | Buy |
+20,327
| New | +$1.07M | 0.12% | 194 |
|
|
2023
Q2 | – | Sell |
-22,490
| Closed | -$793K | – | 469 |
|
|
2023
Q1 | $793K | Buy |
22,490
+8,179
| +57% | +$288K | 0.08% | 281 |
|
|
2022
Q4 | $522K | Buy |
+14,311
| New | +$522K | 0.08% | 263 |
|
|
2020
Q1 | – | Sell |
-28,450
| Closed | -$668K | – | 1160 |
|
|
2019
Q4 | $668K | Buy |
+28,450
| New | +$668K | 0.07% | 329 |
|