Huber 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Hold |
23,200
| – | – | 0.22% | 64 |
|
|
2025
Q1 | $1.27M | Hold |
23,200
| – | – | 0.24% | 65 |
|
|
2024
Q4 | $1.23M | Buy |
23,200
+3,000
| +15% | +$159K | 0.24% | 64 |
|
|
2024
Q3 | $1.28M | Sell |
20,200
-3,000
| -13% | -$191K | 0.26% | 67 |
|
|
2024
Q2 | $1.26M | Sell |
23,200
-118
| -0.5% | -$6.4K | 0.29% | 67 |
|
|
2024
Q1 | $1.15M | Buy |
23,318
+3,000
| +15% | +$147K | 0.26% | 70 |
|
|
2023
Q4 | $983K | Sell |
20,318
-15,426
| -43% | -$746K | 0.25% | 72 |
|
|
2023
Q3 | $1.54M | Hold |
35,744
| – | – | 0.36% | 68 |
|
|
2023
Q2 | $1.14M | Buy |
35,744
+15,500
| +77% | +$494K | 0.27% | 65 |
|
|
2023
Q1 | $714K | Buy |
20,244
+31
| +0.2% | +$1.09K | 0.18% | 70 |
|
|
2022
Q4 | $738K | Hold |
20,213
| – | – | 0.19% | 67 |
|
|
2022
Q3 | $860K | Sell |
20,213
-5,754
| -22% | -$245K | 0.24% | 63 |
|
|
2022
Q2 | $917K | Sell |
25,967
-20,950
| -45% | -$740K | 0.26% | 60 |
|
|
2022
Q1 | $1.22M | Buy |
46,917
+1,100
| +2% | +$28.7K | 0.3% | 59 |
|
|
2021
Q4 | $1.08M | Sell |
45,817
-9,800
| -18% | -$231K | 0.28% | 63 |
|
|
2021
Q3 | $1.39M | Sell |
55,617
-14,000
| -20% | -$350K | 0.36% | 55 |
|
|
2021
Q2 | $1.64M | Sell |
69,617
-4,100
| -6% | -$96.3K | 0.42% | 57 |
|
|
2021
Q1 | $1.61M | Buy |
+73,717
| New | +$1.61M | 0.43% | 52 |
|