Oak Thistle LLC’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 | – | Sell |
-20,023
| Closed | -$1.1M | – | 526 |
|
|
2025
Q1 | $1.1M | Sell |
20,023
-10,504
| -34% | -$577K | 0.22% | 172 |
|
|
2024
Q4 | $1.61M | Buy |
+30,527
| New | +$1.61M | 0.48% | 45 |
|
|
2024
Q1 | – | Sell |
-16,027
| Closed | -$775K | – | 409 |
|
|
2023
Q4 | $775K | Buy |
+16,027
| New | +$775K | 0.22% | 188 |
|