LBMC Investment Advisors’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 | $274K | Hold |
5,000
| – | – | 0.02% | 181 |
|
|
2025
Q1 | $275K | Hold |
5,000
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $264K | Hold |
5,000
| – | – | 0.02% | 170 |
|
|
2024
Q3 | $318K | Hold |
5,000
| – | – | 0.03% | 147 |
|
|
2024
Q2 | $271K | Hold |
5,000
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $246K | Hold |
5,000
| – | – | 0.02% | 157 |
|
|
2023
Q4 | $242K | Hold |
5,000
| – | – | 0.02% | 142 |
|
|
2023
Q3 | $207K | Buy |
+5,000
| New | +$207K | 0.02% | 151 |
|
|
2022
Q4 | – | Sell |
-5,000
| Closed | -$213K | – | 160 |
|
|
2022
Q3 | $213K | Buy |
+5,000
| New | +$213K | 0.02% | 143 |
|