Shelton Capital 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 | $261K | Sell |
4,748
-322
| -6% | -$17.7K | 0.01% | 547 |
|
|
2025
Q1 | $278K | Sell |
5,070
-198
| -4% | -$10.9K | 0.01% | 501 |
|
|
2024
Q4 | $278K | Sell |
5,268
-304
| -5% | -$16.1K | 0.01% | 534 |
|
|
2024
Q3 | $354K | Hold |
5,572
| – | – | 0.01% | 435 |
|
|
2024
Q2 | $302K | Sell |
5,572
-635
| -10% | -$34.4K | 0.01% | 479 |
|
|
2024
Q1 | $305K | Hold |
6,207
| – | – | 0.01% | 512 |
|
|
2023
Q4 | $300K | Sell |
6,207
-861
| -12% | -$41.6K | 0.01% | 494 |
|
|
2023
Q3 | $304K | Sell |
7,068
-439
| -6% | -$18.9K | 0.01% | 463 |
|
|
2023
Q2 | $239K | Sell |
7,507
-383
| -5% | -$12.2K | 0.01% | 603 |
|
|
2023
Q1 | $278K | Hold |
7,890
| – | – | 0.01% | 506 |
|
|
2022
Q4 | $288K | Sell |
7,890
-503
| -6% | -$18.4K | 0.03% | 448 |
|
|
2022
Q3 | $357K | Sell |
8,393
-822
| -9% | -$35K | 0.02% | 379 |
|
|
2022
Q2 | $325K | Hold |
9,215
| – | – | 0.01% | 437 |
|
|
2022
Q1 | $240K | Hold |
9,215
| – | – | 0.01% | 663 |
|
|
2021
Q4 | $217K | Hold |
9,215
| – | – | 0.01% | 745 |
|
|
2021
Q3 | $230K | Hold |
9,215
| – | – | 0.01% | 688 |
|
|
2021
Q2 | $216K | Buy |
+9,215
| New | +$216K | 0.01% | 756 |
|