Merit Financial Group’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 | $486K | Buy |
8,856
+2,060
| +30% | +$113K | 0.01% | 1119 |
|
|
2025
Q1 | $373K | Sell |
6,796
-59
| -0.9% | -$3.24K | 0.01% | 1049 |
|
|
2024
Q4 | $362K | Buy |
+6,855
| New | +$362K | 0.01% | 847 |
|
|
2024
Q3 | – | Sell |
-5,976
| Closed | -$324K | – | 886 |
|
|
2024
Q2 | $324K | Buy |
+5,976
| New | +$324K | 0.01% | 694 |
|
|
2023
Q1 | – | Sell |
-11,246
| Closed | -$411K | – | 666 |
|
|
2022
Q4 | $411K | Buy |
11,246
+4
| +0% | +$146 | 0.01% | 469 |
|
|
2022
Q3 | $478K | Buy |
11,242
+82
| +0.7% | +$3.49K | 0.02% | 366 |
|
|
2022
Q2 | $394K | Buy |
+11,160
| New | +$394K | 0.01% | 389 |
|