Harbour Investments’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 | $363K | Buy |
6,609
+79
| +1% | +$4.34K | 0.01% | 904 |
|
|
2025
Q1 | $359K | Buy |
6,530
+5,010
| +330% | +$275K | 0.01% | 848 |
|
|
2024
Q4 | $80.3K | Buy |
1,520
+1,428
| +1,552% | +$75.5K | ﹤0.01% | 1469 |
|
|
2024
Q3 | $5.85K | Buy |
92
+16
| +21% | +$1.02K | ﹤0.01% | 2576 |
|
|
2024
Q2 | $4.12K | Hold |
76
| – | – | ﹤0.01% | 2578 |
|
|
2024
Q1 | $3.73K | Hold |
76
| – | – | ﹤0.01% | 2599 |
|
|
2023
Q4 | $3.68K | Buy |
+76
| New | +$3.68K | ﹤0.01% | 2528 |
|
|
2023
Q3 | – | Sell |
-9
| Closed | -$289 | – | 3047 |
|
|
2023
Q2 | $289 | Sell |
9
-1,404
| -99% | -$45.1K | ﹤0.01% | 2874 |
|
|
2023
Q1 | $49.8K | Buy |
1,413
+175
| +14% | +$6.17K | ﹤0.01% | 1361 |
|
|
2022
Q4 | $45.2K | Sell |
1,238
-266
| -18% | -$9.71K | ﹤0.01% | 1340 |
|
|
2022
Q3 | $53K | Hold |
1,504
| – | – | ﹤0.01% | 1237 |
|
|
2022
Q2 | $53K | Buy |
+1,504
| New | +$53K | ﹤0.01% | 1237 |
|
|
2021
Q4 | $54K | Sell |
2,274
-2,760
| -55% | -$65.5K | ﹤0.01% | 1232 |
|
|
2021
Q3 | $126K | Sell |
5,034
-93
| -2% | -$2.33K | ﹤0.01% | 1244 |
|
|
2021
Q2 | $120K | Sell |
5,127
-520
| -9% | -$12.2K | ﹤0.01% | 1307 |
|
|
2021
Q1 | $123K | Buy |
+5,647
| New | +$123K | ﹤0.01% | 1201 |
|