Jones Financial Companies’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 | $747K | Buy |
13,624
+557
| +4% | +$30.5K | ﹤0.01% | 1124 |
|
|
2025
Q1 | $714K | Buy |
13,067
+2,044
| +19% | +$112K | ﹤0.01% | 987 |
|
|
2024
Q4 | $582K | Buy |
11,023
+423
| +4% | +$22.4K | ﹤0.01% | 938 |
|
|
2024
Q3 | $674K | Buy |
10,600
+9,297
| +714% | +$591K | ﹤0.01% | 721 |
|
|
2024
Q2 | $70.7K | Buy |
+1,303
| New | +$70.7K | ﹤0.01% | 1149 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$10K | – | 781 |
|
|
2022
Q1 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 508 |
|