IQ EQ Fund 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 | $1.06M | Sell |
19,258
-768
| -4% | -$42.2K | 0.09% | 200 |
|
|
2025
Q1 | $1.1M | Hold |
20,026
| – | – | 0.13% | 171 |
|
|
2024
Q4 | $1.06M | Sell |
20,026
-729
| -4% | -$38.5K | 0.13% | 171 |
|
|
2024
Q3 | $1.32M | Hold |
20,755
| – | – | 0.14% | 180 |
|
|
2024
Q2 | $1.13M | Sell |
20,755
-8,919
| -30% | -$484K | 0.13% | 178 |
|
|
2024
Q1 | $1.46M | Buy |
29,674
+2,221
| +8% | +$109K | 0.17% | 154 |
|
|
2023
Q4 | $1.33M | Sell |
27,453
-5,627
| -17% | -$272K | 0.16% | 167 |
|
|
2023
Q3 | $1.42M | Sell |
33,080
-1,932
| -6% | -$83.2K | 0.29% | 103 |
|
|
2023
Q2 | $1.12M | Sell |
35,012
-678
| -2% | -$21.6K | 0.21% | 119 |
|
|
2023
Q1 | $1.26M | Sell |
35,690
-6,668
| -16% | -$235K | 0.24% | 115 |
|
|
2022
Q4 | $1.55M | Sell |
42,358
-7,865
| -16% | -$287K | 0.32% | 100 |
|
|
2022
Q3 | $2.14M | Sell |
50,223
-19,544
| -28% | -$831K | 0.48% | 78 |
|
|
2022
Q2 | $2.46M | Hold |
69,767
| – | – | 0.49% | 75 |
|
|
2022
Q1 | $1.82M | Sell |
69,767
-16,088
| -19% | -$419K | 0.3% | 116 |
|
|
2021
Q4 | $2.02M | Buy |
85,855
+1,394
| +2% | +$32.8K | 0.31% | 105 |
|
|
2021
Q3 | $2.11M | Sell |
84,461
-4,970
| -6% | -$124K | 0.32% | 99 |
|
|
2021
Q2 | $2.1M | Sell |
89,431
-2,329
| -3% | -$54.7K | 0.32% | 105 |
|
|
2021
Q1 | $2M | Buy |
91,760
+4,057
| +5% | +$88.4K | 0.35% | 111 |
|
|
2020
Q4 | $1.39M | Hold |
87,703
| – | – | 0.32% | 95 |
|
|
2020
Q3 | $1.43M | Sell |
87,703
-1,817
| -2% | -$29.6K | 0.43% | 64 |
|
|
2020
Q2 | $1.28M | Sell |
89,520
-3,467
| -4% | -$49.5K | 0.43% | 64 |
|
|
2020
Q1 | $1.31M | Buy |
92,987
+3,045
| +3% | +$42.9K | 0.54% | 56 |
|
|
2019
Q4 | $2.11M | Buy |
89,942
+10,424
| +13% | +$245K | 0.67% | 44 |
|
|
2019
Q3 | $1.88M | Buy |
+79,518
| New | +$1.88M | 0.61% | 46 |
|