Optimist Retirement 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 | $2.26M | Sell |
41,235
-3,027
| -7% | -$166K | 1.09% | 27 |
|
|
2025
Q1 | $2.43M | Buy |
44,262
+1,416
| +3% | +$77.8K | 1.22% | 18 |
|
|
2024
Q4 | $2.26M | Sell |
42,846
-236
| -0.5% | -$12.5K | 1.07% | 21 |
|
|
2024
Q3 | $2.74M | Sell |
43,082
-2,354
| -5% | -$150K | 1.24% | 13 |
|
|
2024
Q2 | $2.46M | Sell |
45,436
-4,593
| -9% | -$249K | 1.29% | 14 |
|
|
2024
Q1 | $2.46M | Sell |
50,029
-1,722
| -3% | -$84.6K | 1.26% | 14 |
|
|
2023
Q4 | $2.5M | Buy |
+51,751
| New | +$2.5M | 1.63% | 12 |
|