Legacy Bridge’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 | $838K | Hold |
15,265
| – | – | 0.4% | 83 |
|
|
2025
Q1 | $838K | Sell |
15,265
-12
| -0.1% | -$659 | 0.47% | 77 |
|
|
2024
Q4 | $807K | Hold |
15,277
| – | – | 0.42% | 81 |
|
|
2024
Q3 | $971K | Hold |
15,277
| – | – | 0.52% | 76 |
|
|
2024
Q2 | $828K | Hold |
15,277
| – | – | 0.49% | 77 |
|
|
2024
Q1 | $750K | Hold |
15,277
| – | – | 0.44% | 83 |
|
|
2023
Q4 | $739K | Sell |
15,277
-560
| -4% | -$27.1K | 0.48% | 82 |
|
|
2023
Q3 | $682K | Hold |
15,837
| – | – | 0.49% | 82 |
|
|
2023
Q2 | $505K | Hold |
15,837
| – | – | 0.34% | 100 |
|
|
2023
Q1 | $558K | Buy |
15,837
+1,040
| +7% | +$36.7K | 0.39% | 95 |
|
|
2022
Q4 | $540K | Buy |
14,797
+12
| +0.1% | +$438 | 0.38% | 95 |
|
|
2022
Q3 | $629K | Hold |
14,785
| – | – | 0.5% | 81 |
|
|
2022
Q2 | $522K | Hold |
14,785
| – | – | 0.39% | 97 |
|
|
2022
Q1 | $385K | Hold |
14,785
| – | – | 0.22% | 124 |
|
|
2021
Q4 | $348K | Buy |
14,785
+160
| +1% | +$3.77K | 0.18% | 132 |
|
|
2021
Q3 | $366K | Hold |
14,625
| – | – | 0.21% | 124 |
|
|
2021
Q2 | $343K | Hold |
14,625
| – | – | 0.19% | 128 |
|
|
2021
Q1 | $319K | Hold |
14,625
| – | – | 0.21% | 118 |
|
|
2020
Q4 | $232K | Buy |
14,625
+12,825
| +713% | +$203K | 0.17% | 127 |
|
|
2020
Q3 | $29K | Hold |
1,800
| – | – | 0.03% | 197 |
|
|
2020
Q2 | $26K | Buy |
+1,800
| New | +$26K | 0.03% | 202 |
|