Stephens Inc’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,000
| Closed | -$215K | – | 1264 |
|
|
2023
Q3 | $215K | Buy |
+5,000
| New | +$215K | ﹤0.01% | 1011 |
|
|
2023
Q1 | – | Sell |
-6,000
| Closed | -$219K | – | 1217 |
|
|
2022
Q4 | $219K | Hold |
6,000
| – | – | ﹤0.01% | 975 |
|
|
2022
Q3 | $255K | Sell |
6,000
-1,500
| -20% | -$63.8K | 0.01% | 943 |
|
|
2022
Q2 | $265K | Buy |
+7,500
| New | +$265K | 0.01% | 969 |
|