Sterling 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
$458K Buy
8,347
+1,327
+19% +$72.8K 0.01% 960
2025
Q1
$385K Sell
7,020
-17,552
-71% -$964K 0.01% 968
2024
Q4
$1.3M Buy
24,572
+1,460
+6% +$77.1K 0.02% 555
2024
Q3
$1.47M Buy
+23,112
New +$1.47M 0.02% 465