Linden Thomas Advisory Services’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 | $1.66M | Sell |
30,192
-217
| -0.7% | -$11.9K | 0.18% | 185 |
|
|
2025
Q1 | $1.67M | Buy |
30,409
+25
| +0.1% | +$1.37K | 0.22% | 167 |
|
|
2024
Q4 | $1.61M | Sell |
30,384
-259
| -0.8% | -$13.7K | 0.2% | 181 |
|
|
2024
Q3 | $1.95M | Sell |
30,643
-170
| -0.6% | -$10.8K | 0.27% | 128 |
|
|
2024
Q2 | $1.67M | Sell |
30,813
-73
| -0.2% | -$3.96K | 0.26% | 143 |
|
|
2024
Q1 | $1.52M | Sell |
30,886
-243
| -0.8% | -$11.9K | 0.24% | 161 |
|
|
2023
Q4 | $1.51M | Buy |
31,129
+503
| +2% | +$24.3K | 0.28% | 144 |
|
|
2023
Q3 | $1.32M | Sell |
30,626
-998
| -3% | -$43K | 0.29% | 143 |
|
|
2023
Q2 | $1.01M | Buy |
31,624
+1,045
| +3% | +$33.3K | 0.22% | 188 |
|
|
2023
Q1 | $1.08M | Buy |
30,579
+4,793
| +19% | +$169K | 0.27% | 161 |
|
|
2022
Q4 | $941K | Buy |
+25,786
| New | +$941K | 0.27% | 164 |
|