Neo Ivy Capital Management’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 | $1M | Buy |
+18,292
| New | +$1M | 0.32% | 118 |
|
|
2022
Q1 | – | Sell |
-12,307
| Closed | -$290K | – | 538 |
|
|
2021
Q4 | $290K | Buy |
12,307
+3,794
| +45% | +$89.4K | 0.42% | 88 |
|
|
2021
Q3 | $122K | Sell |
8,513
-22,155
| -72% | -$318K | 0.14% | 223 |
|
|
2021
Q2 | $720K | Buy |
+30,668
| New | +$720K | 0.73% | 32 |
|
|
2021
Q1 | – | Sell |
-8,401
| Closed | -$133K | – | 544 |
|
|
2020
Q4 | $133K | Buy |
8,401
+2,782
| +50% | +$44K | 0.15% | 214 |
|
|
2020
Q3 | $91K | Sell |
5,619
-2,894
| -34% | -$46.9K | 0.09% | 300 |
|
|
2020
Q2 | $122K | Buy |
+8,513
| New | +$122K | 0.14% | 223 |
|
|
2019
Q3 | – | Sell |
-12,033
| Closed | -$353K | – | 336 |
|
|
2019
Q2 | $353K | Buy |
+12,033
| New | +$353K | 0.2% | 181 |
|