Kapitalo Investimentos’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
Q1 | – | Sell |
-1,614
| Closed | -$85.3K | – | 198 |
|
|
2024
Q4 | $85.3K | Buy |
+1,614
| New | +$85.3K | 0.06% | 177 |
|
|
2024
Q2 | – | Sell |
-7,835
| Closed | -$385K | – | 230 |
|
|
2024
Q1 | $385K | Sell |
7,835
-5,777
| -42% | -$284K | 0.08% | 122 |
|
|
2023
Q4 | $658K | Buy |
+13,612
| New | +$658K | 0.14% | 62 |
|