River Global Investors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,729
| Closed | -$567K | – | 205 |
|
|
2023
Q4 | $567K | Sell |
11,729
-78
| -0.7% | -$3.77K | 0.11% | 195 |
|
|
2023
Q3 | $508K | Sell |
11,807
-4,410
| -27% | -$190K | 0.12% | 183 |
|
|
2023
Q2 | $516K | Sell |
16,217
-200
| -1% | -$6.36K | 0.1% | 182 |
|
|
2023
Q1 | $578K | Sell |
16,417
-490
| -3% | -$17.3K | 0.12% | 168 |
|
|
2022
Q4 | $617K | Sell |
16,907
-22,538
| -57% | -$822K | 0.13% | 163 |
|
|
2022
Q3 | $1.68M | Sell |
39,445
-15,320
| -28% | -$652K | 0.32% | 97 |
|
|
2022
Q2 | $1.94M | Sell |
54,765
-25,635
| -32% | -$906K | 0.34% | 88 |
|
|
2022
Q1 | $2.1M | Sell |
80,400
-12,300
| -13% | -$321K | 0.28% | 107 |
|
|
2021
Q4 | $2.18M | Buy |
92,700
+540
| +0.6% | +$12.7K | 0.17% | 109 |
|
|
2021
Q3 | $2.31M | Hold |
92,160
| – | – | 0.18% | 98 |
|
|
2021
Q2 | $2.16M | Sell |
92,160
-1,200
| -1% | -$28.2K | 0.14% | 97 |
|
|
2021
Q1 | $2.04M | Sell |
93,360
-4,900
| -5% | -$107K | 0.12% | 104 |
|
|
2020
Q4 | $1.56M | Sell |
98,260
-8,700
| -8% | -$138K | 0.09% | 118 |
|
|
2020
Q3 | $1.74M | Buy |
106,960
+22,070
| +26% | +$360K | 0.13% | 116 |
|
|
2020
Q2 | $1.21M | Buy |
+84,890
| New | +$1.21M | 0.09% | 127 |
|