Savant Capital’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 | $633K | Sell |
11,533
-1,087
| -9% | -$59.7K | ﹤0.01% | 983 |
|
|
2025
Q1 | $693K | Buy |
12,620
+1,404
| +13% | +$77.1K | 0.01% | 882 |
|
|
2024
Q4 | $593K | Sell |
11,216
-2,707
| -19% | -$143K | ﹤0.01% | 823 |
|
|
2024
Q3 | $885K | Sell |
13,923
-7,948
| -36% | -$505K | 0.01% | 683 |
|
|
2024
Q2 | $1.19M | Buy |
+21,871
| New | +$1.19M | 0.01% | 537 |
|