Hodges Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,000
| Closed | -$340K | – | 215 |
|
|
2022
Q3 | $340K | Sell |
8,000
-12,000
| -60% | -$510K | 0.06% | 172 |
|
|
2022
Q2 | $706K | Sell |
20,000
-24,925
| -55% | -$880K | 0.07% | 155 |
|
|
2022
Q1 | $1.17M | Sell |
44,925
-2,167
| -5% | -$56.4K | 0.09% | 140 |
|
|
2021
Q4 | $1.11M | Sell |
47,092
-631
| -1% | -$14.9K | 0.08% | 141 |
|
|
2021
Q3 | $1.19M | Buy |
47,723
+18,723
| +65% | +$468K | 0.09% | 143 |
|
|
2021
Q2 | $681K | Buy |
+29,000
| New | +$681K | 0.08% | 158 |
|