Smartleaf Asset 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 | $67.1K | Buy |
1,226
+513
| +72% | +$28.1K | 0.01% | 1039 |
|
|
2025
Q1 | $38.6K | Buy |
713
+56
| +9% | +$3.03K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $34.3K | Buy |
657
+146
| +29% | +$7.61K | ﹤0.01% | 1361 |
|
|
2024
Q3 | $32.5K | Sell |
511
-3,456
| -87% | -$220K | ﹤0.01% | 1080 |
|
|
2024
Q2 | $212K | Sell |
3,967
-31
| -0.8% | -$1.66K | 0.03% | 365 |
|
|
2024
Q1 | $195K | Sell |
3,998
-2,184
| -35% | -$106K | 0.04% | 365 |
|
|
2023
Q4 | $302K | Buy |
+6,182
| New | +$302K | 0.08% | 244 |
|