Sunbelt Securities’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 | $542K | Hold |
10,263
| – | – | 0.05% | 333 |
|
|
2025
Q1 | $564K | Hold |
10,263
| – | – | 0.05% | 293 |
|
|
2024
Q4 | $535K | Sell |
10,263
-27
| -0.3% | -$1.41K | 0.05% | 334 |
|
|
2024
Q3 | $654K | Buy |
10,290
+27
| +0.3% | +$1.72K | 0.06% | 292 |
|
|
2024
Q2 | $557K | Hold |
10,263
| – | – | 0.06% | 310 |
|
|
2024
Q1 | $504K | Hold |
10,263
| – | – | 0.06% | 320 |
|
|
2023
Q4 | $496K | Hold |
10,263
| – | – | 0.06% | 308 |
|
|
2023
Q3 | $442K | Hold |
10,263
| – | – | 0.06% | 308 |
|
|
2023
Q2 | $327K | Buy |
+10,263
| New | +$327K | 0.05% | 371 |
|