Thurston Springer Miller Herd & Titak’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 Q1	–	Sell	-838	Closed	-$44.3K	–	1724
2024 Q4	$44.3K	Buy	838 +289	+53%	+$15.3K	0.01%	558
2024 Q3	$34.9K	Buy	+549	New	+$34.9K	0.01%	660