Globeflex 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,663
| Closed | -$296K | – | 459 |
|
|
2024
Q3 | $296K | Hold |
4,663
| – | – | 0.03% | 296 |
|
|
2024
Q2 | $253K | Hold |
4,663
| – | – | 0.03% | 296 |
|
|
2024
Q1 | $229K | Sell |
4,663
-3,107
| -40% | -$153K | 0.02% | 315 |
|
|
2023
Q4 | $376K | Hold |
7,770
| – | – | 0.04% | 286 |
|
|
2023
Q3 | $335K | Hold |
7,770
| – | – | 0.04% | 279 |
|
|
2023
Q2 | $248K | Sell |
7,770
-969
| -11% | -$30.9K | 0.03% | 312 |
|
|
2023
Q1 | $308K | Sell |
8,739
-2,307
| -21% | -$81.3K | 0.04% | 300 |
|
|
2022
Q4 | $403K | Hold |
11,046
| – | – | 0.05% | 277 |
|
|
2022
Q3 | $470K | Buy |
+11,046
| New | +$470K | 0.08% | 253 |
|
|
2019
Q3 | – | Sell |
-11,766
| Closed | -$345K | – | 524 |
|
|
2019
Q2 | $345K | Hold |
11,766
| – | – | 0.07% | 341 |
|
|
2019
Q1 | $282K | Buy |
+11,766
| New | +$282K | 0.06% | 353 |
|