Steel Grove Capital Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $345K | Hold |
|
|||||
|
2023
Q4 | $340K | Sell |
|
|||||
|
2023
Q3 | $311K | Hold |
|
|||||
|
2023
Q2 | $230K | Hold |
|
|||||
|
2023
Q1 | $254K | Hold |
|
|||||
|
2022
Q4 | $264K | Sell |
|
|||||
|
2022
Q3 | $2.44M | Sell |
|
|||||
|
2022
Q2 | $2.66M | Sell |
|
|||||
|
2022
Q1 | $2.02M | Buy |
|
|||||
|
2021
Q4 | $1.74M | Buy |
|
|||||
|
2021
Q3 | $1.84M | Buy |
|