Hillsdale Investment Management’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 | $16.5K | Buy |
+300
| New | +$16.5K | ﹤0.01% | 505 |
|
|
2021
Q3 | – | Sell |
-25,300
| Closed | -$594K | – | 602 |
|
|
2021
Q2 | $594K | Buy |
+25,300
| New | +$594K | 0.05% | 347 |
|
|
2014
Q2 | – | Sell |
-2,700
| Closed | -$82K | – | 565 |
|
|
2014
Q1 | $82K | Hold |
2,700
| – | – | 0.02% | 400 |
|
|
2013
Q4 | $78K | Hold |
2,700
| – | – | 0.02% | 401 |
|
|
2013
Q3 | $72K | Hold |
2,700
| – | – | 0.02% | 380 |
|
|
2013
Q2 | $75K | Buy |
+2,700
| New | +$75K | 0.02% | 390 |
|