Lee 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-113
| Closed | -$5.5K | – | 461 |
|
|
2023
Q4 | $5.5K | Hold |
113
| – | – | ﹤0.01% | 526 |
|
|
2023
Q3 | $4.9K | Hold |
113
| – | – | ﹤0.01% | 523 |
|
|
2023
Q2 | $3.64K | Hold |
113
| – | – | ﹤0.01% | 554 |
|
|
2023
Q1 | $4.03K | Sell |
113
-41
| -27% | -$1.46K | ﹤0.01% | 565 |
|
|
2022
Q4 | $5.62K | Buy |
154
+41
| +36% | +$1.5K | ﹤0.01% | 539 |
|
|
2022
Q3 | $5K | Hold |
113
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $4K | Hold |
113
| – | – | ﹤0.01% | 588 |
|
|
2022
Q1 | $3K | Sell |
113
-30
| -21% | -$796 | ﹤0.01% | 576 |
|
|
2021
Q4 | $4K | Buy |
143
+30
| +27% | +$839 | ﹤0.01% | 625 |
|
|
2021
Q3 | $3K | Hold |
113
| – | – | ﹤0.01% | 552 |
|
|
2021
Q2 | $3K | Buy |
+113
| New | +$3K | ﹤0.01% | 513 |
|