Ritholtz Wealth 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 | $1.77M | Sell |
32,281
-324
| -1% | -$17.8K | 0.04% | 323 |
|
|
2025
Q1 | $1.79M | Buy |
32,605
+410
| +1% | +$22.5K | 0.05% | 271 |
|
|
2024
Q4 | $1.7M | Sell |
32,195
-2,659
| -8% | -$141K | 0.05% | 260 |
|
|
2024
Q3 | $2.21M | Sell |
34,854
-3,721
| -10% | -$236K | 0.07% | 209 |
|
|
2024
Q2 | $2.09M | Sell |
38,575
-2,566
| -6% | -$139K | 0.07% | 198 |
|
|
2024
Q1 | $2.02M | Sell |
41,141
-22
| -0.1% | -$1.08K | 0.07% | 193 |
|
|
2023
Q4 | $1.99M | Buy |
41,163
+2,190
| +6% | +$106K | 0.08% | 168 |
|
|
2023
Q3 | $1.68M | Buy |
38,973
+2,878
| +8% | +$124K | 0.08% | 174 |
|
|
2023
Q2 | $1.15M | Sell |
36,095
-8,604
| -19% | -$274K | 0.05% | 237 |
|
|
2023
Q1 | $1.58M | Sell |
44,699
-5,613
| -11% | -$198K | 0.08% | 162 |
|
|
2022
Q4 | $1.84M | Buy |
50,312
+92
| +0.2% | +$3.36K | 0.1% | 136 |
|
|
2022
Q3 | $2.14M | Buy |
50,220
+2,771
| +6% | +$118K | 0.11% | 127 |
|
|
2022
Q2 | $1.68M | Buy |
47,449
+6,702
| +16% | +$237K | 0.11% | 118 |
|
|
2022
Q1 | $1.06M | Buy |
40,747
+19,578
| +92% | +$510K | 0.07% | 170 |
|
|
2021
Q4 | $499K | Buy |
21,169
+4,154
| +24% | +$97.9K | 0.03% | 304 |
|
|
2021
Q3 | $425K | Buy |
+17,015
| New | +$425K | 0.03% | 305 |
|
|
2017
Q3 | – | Sell |
-7,459
| Closed | -$231K | – | 79 |
|
|
2017
Q2 | $231K | Buy |
+7,459
| New | +$231K | 0.1% | 61 |
|