LECAP Asset Management’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 | $1.09M | Sell |
19,770
-3,409
| -15% | -$187K | 0.38% | 96 |
|
|
2025
Q1 | $1.27M | Buy |
23,179
+19,383
| +511% | +$1.06M | 0.3% | 153 |
|
|
2024
Q4 | $201K | Sell |
3,796
-22,647
| -86% | -$1.2M | 0.05% | 278 |
|
|
2024
Q3 | $1.68M | Buy |
26,443
+19,050
| +258% | +$1.21M | 0.36% | 104 |
|
|
2024
Q2 | $401K | Buy |
+7,393
| New | +$401K | 0.09% | 275 |
|
|
2024
Q1 | – | Sell |
-9,508
| Closed | -$460K | – | 332 |
|
|
2023
Q4 | $460K | Buy |
+9,508
| New | +$460K | 0.17% | 218 |
|