Liontrust Investment Partners’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
$15.2M Sell
276,776
-43,991
-14% -$2.41M 0.22% 78
2025
Q1
$17.6M Buy
320,767
+27,883
+10% +$1.53M 0.28% 72
2024
Q4
$15.5M Buy
+292,884
New +$15.5M 0.22% 76