Richardson Financial Services’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 | $75K | Sell |
1,345
-121
| -8% | -$6.75K | 0.05% | 219 |
|
|
2025
Q1 | $80.5K | Sell |
1,466
-24
| -2% | -$1.32K | 0.06% | 200 |
|
|
2024
Q4 | $77.7K | Buy |
1,490
+14
| +0.9% | +$730 | 0.05% | 215 |
|
|
2024
Q3 | $80K | Hold |
1,476
| – | – | 0.05% | 220 |
|
|
2024
Q2 | $80K | Sell |
1,476
-25
| -2% | -$1.36K | 0.06% | 212 |
|
|
2024
Q1 | $73.7K | Buy |
1,501
+745
| +99% | +$36.6K | 0.05% | 218 |
|
|
2023
Q4 | $36.6K | Buy |
+756
| New | +$36.6K | 0.03% | 236 |
|