Jefferies Financial Group’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 | – | Sell |
-17,499
| Closed | -$961K | – | 1232 |
|
|
2025
Q1 | $961K | Buy |
17,499
+12,741
| +268% | +$700K | 0.01% | 640 |
|
|
2024
Q4 | $251K | Buy |
+4,758
| New | +$251K | ﹤0.01% | 1018 |
|
|
2024
Q3 | – | Sell |
-5,280
| Closed | -$286K | – | 1240 |
|
|
2024
Q2 | $286K | Sell |
5,280
-6,220
| -54% | -$337K | ﹤0.01% | 882 |
|
|
2024
Q1 | $565K | Sell |
11,500
-10,000
| -47% | -$491K | 0.01% | 758 |
|
|
2023
Q4 | $1.04M | Buy |
+21,500
| New | +$1.04M | 0.01% | 621 |
|
|
2023
Q2 | – | Sell |
-28,155
| Closed | -$992K | – | 1311 |
|
|
2023
Q1 | $992K | Buy |
+28,155
| New | +$992K | 0.01% | 555 |
|