Jump 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 | $4.53M | Buy |
82,519
+74,935
| +988% | +$4.11M | 0.05% | 430 |
|
|
2025
Q1 | $416K | Buy |
+7,584
| New | +$416K | 0.01% | 1145 |
|
|
2024
Q4 | – | Sell |
-6,000
| Closed | -$381K | – | 1802 |
|
|
2024
Q3 | $381K | Sell |
6,000
-1,000
| -14% | -$63.6K | 0.01% | 1207 |
|
|
2024
Q2 | $380K | Sell |
7,000
-14,000
| -67% | -$759K | 0.01% | 1260 |
|
|
2024
Q1 | $1.03M | Hold |
21,000
| – | – | 0.03% | 782 |
|
|
2023
Q4 | $1.02M | Buy |
+21,000
| New | +$1.02M | 0.03% | 712 |
|
|
2023
Q2 | – | Sell |
-40,438
| Closed | -$1.43M | – | 1955 |
|
|
2023
Q1 | $1.43M | Buy |
+40,438
| New | +$1.43M | 0.06% | 469 |
|
|
2022
Q3 | – | Sell |
-70,611
| Closed | -$2.49M | – | 1742 |
|
|
2022
Q2 | $2.49M | Buy |
70,611
+29,780
| +73% | +$1.05M | 0.11% | 258 |
|
|
2022
Q1 | $1.06M | Buy |
+40,831
| New | +$1.06M | 0.05% | 505 |
|
|
2021
Q4 | – | Sell |
-67,100
| Closed | -$1.68M | – | 1525 |
|
|
2021
Q3 | $1.68M | Buy |
+67,100
| New | +$1.68M | 0.12% | 186 |
|
|
2021
Q2 | – | Sell |
-18,300
| Closed | -$399K | – | 1224 |
|
|
2021
Q1 | $399K | Buy |
18,300
+6,600
| +56% | +$144K | 0.04% | 493 |
|
|
2020
Q4 | $186K | Sell |
11,700
-61,870
| -84% | -$984K | 0.03% | 793 |
|
|
2020
Q3 | $1.2M | Buy |
+73,570
| New | +$1.2M | 0.24% | 82 |
|