Sovereign's 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	$1.42M	Buy	25,863 +4,160	+19%	+$228K	0.76%	46
2025 Q1	$1.19M	Buy	21,703 +5,777	+36%	+$317K	0.71%	49
2024 Q4	$842K	Buy	+15,926	New	+$842K	0.54%	57