Rodgers Brothers’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 | $5.48M | Sell |
99,900
-10,000
| -9% | -$549K | 0.69% | 41 |
|
|
2025
Q1 | $6.03M | Sell |
109,900
-800
| -0.7% | -$43.9K | 0.8% | 34 |
|
|
2024
Q4 | $5.85M | Sell |
110,700
-2,950
| -3% | -$156K | 0.76% | 37 |
|
|
2024
Q3 | $7.22M | Sell |
113,650
-3,700
| -3% | -$235K | 0.92% | 28 |
|
|
2024
Q2 | $6.36M | Sell |
117,350
-37,250
| -24% | -$2.02M | 0.86% | 33 |
|
|
2024
Q1 | $7.59M | Sell |
154,600
-3,100
| -2% | -$152K | 1.04% | 25 |
|
|
2023
Q4 | $7.63M | Sell |
157,700
-1,000
| -0.6% | -$48.4K | 1.2% | 17 |
|
|
2023
Q3 | $6.83M | Buy |
158,700
+1,350
| +0.9% | +$58.1K | 1.17% | 20 |
|
|
2023
Q2 | $5.01M | Buy |
157,350
+6,900
| +5% | +$220K | 0.88% | 40 |
|
|
2023
Q1 | $5.3M | Buy |
150,450
+750
| +0.5% | +$26.4K | 1.02% | 30 |
|
|
2022
Q4 | $5.47M | Hold |
149,700
| – | – | 1.1% | 23 |
|
|
2022
Q3 | $6.37M | Sell |
149,700
-9,650
| -6% | -$410K | 1.36% | 17 |
|
|
2022
Q2 | $5.63M | Sell |
159,350
-30,500
| -16% | -$1.08M | 1.11% | 25 |
|
|
2022
Q1 | $4.94M | Buy |
189,850
+26,300
| +16% | +$685K | 0.89% | 32 |
|
|
2021
Q4 | $3.85M | Sell |
163,550
-20,175
| -11% | -$475K | 0.69% | 42 |
|
|
2021
Q3 | $4.59M | Buy |
183,725
+800
| +0.4% | +$20K | 0.92% | 32 |
|
|
2021
Q2 | $4.3M | Buy |
+182,925
| New | +$4.3M | 0.82% | 36 |
|