HRT Financial’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 | $3.15M | Sell |
57,453
-425,484
| -88% | -$23.4M | 0.01% | 583 |
|
|
2025
Q1 | $26.5M | Buy |
+482,937
| New | +$26.5M | 0.17% | 66 |
|
|
2024
Q4 | – | Sell |
-87,670
| Closed | -$5.57M | – | 2520 |
|
|
2024
Q3 | $5.57M | Sell |
87,670
-39,767
| -31% | -$2.53M | 0.03% | 387 |
|
|
2024
Q2 | $6.91M | Buy |
+127,437
| New | +$6.91M | 0.04% | 295 |
|
|
2024
Q1 | – | Sell |
-94,905
| Closed | -$4.59M | – | 2485 |
|
|
2023
Q4 | $4.59M | Sell |
94,905
-130,656
| -58% | -$6.32M | 0.03% | 311 |
|
|
2023
Q3 | $9.71M | Buy |
225,561
+123,673
| +121% | +$5.32M | 0.1% | 133 |
|
|
2023
Q2 | $3.25M | Sell |
101,888
-135,926
| -57% | -$4.33M | 0.03% | 407 |
|
|
2023
Q1 | $8.38M | Buy |
+237,814
| New | +$8.38M | 0.1% | 165 |
|
|
2022
Q3 | – | Sell |
-83,775
| Closed | -$2.96M | – | 2912 |
|
|
2022
Q2 | $2.96M | Sell |
83,775
-156,215
| -65% | -$5.52M | 0.03% | 420 |
|
|
2022
Q1 | $6.25M | Buy |
239,990
+175,980
| +275% | +$4.58M | 0.04% | 221 |
|
|
2021
Q4 | $1.51M | Buy |
64,010
+24,464
| +62% | +$576K | 0.01% | 731 |
|
|
2021
Q3 | $988K | Sell |
39,546
-191,899
| -83% | -$4.79M | 0.01% | 1200 |
|
|
2021
Q2 | $5.43M | Buy |
+231,445
| New | +$5.43M | 0.05% | 281 |
|
|
2021
Q1 | – | Sell |
-185,187
| Closed | -$2.94M | – | 2661 |
|
|
2020
Q4 | $2.94M | Sell |
185,187
-9,029
| -5% | -$143K | 0.06% | 219 |
|
|
2020
Q3 | $3.16M | Buy |
194,216
+15,606
| +9% | +$254K | 0.09% | 134 |
|
|
2020
Q2 | $2.55M | Buy |
+178,610
| New | +$2.55M | 0.08% | 256 |
|
|
2020
Q1 | – | Sell |
-243,147
| Closed | -$5.71M | – | 888 |
|
|
2019
Q4 | $5.71M | Buy |
243,147
+229,770
| +1,718% | +$5.39M | 0.25% | 62 |
|
|
2019
Q3 | $315K | Buy |
+13,377
| New | +$315K | 0.01% | 808 |
|