Roosevelt Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.04M | Buy |
95,000
+3,000
| +3% | +$128K | 0.29% | 61 |
|
|
2022
Q2 | $3.25M | Hold |
92,000
| – | – | 0.23% | 69 |
|
|
2022
Q1 | $2.4M | Hold |
92,000
| – | – | 0.14% | 84 |
|
|
2021
Q4 | $2.17M | Buy |
92,000
+7,000
| +8% | +$165K | 0.12% | 88 |
|
|
2021
Q3 | $2.13M | Hold |
85,000
| – | – | 0.13% | 89 |
|
|
2021
Q2 | $2M | Hold |
85,000
| – | – | 0.12% | 90 |
|
|
2021
Q1 | $1.85M | Hold |
85,000
| – | – | 0.12% | 93 |
|
|
2020
Q4 | $1.35M | Buy |
85,000
+13,000
| +18% | +$206K | 0.1% | 100 |
|
|
2020
Q3 | $1.17M | Buy |
+72,000
| New | +$1.17M | 0.1% | 96 |
|