Tidal Investments’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 | $863K | Buy |
15,721
+621
| +4% | +$34.1K | 0.01% | 1077 |
|
|
2025
Q1 | $829K | Buy |
15,100
+2,489
| +20% | +$137K | 0.01% | 1024 |
|
|
2024
Q4 | $666K | Sell |
12,611
-6,884
| -35% | -$364K | 0.01% | 1196 |
|
|
2024
Q3 | $1.24M | Buy |
19,495
+8,036
| +70% | +$511K | 0.01% | 871 |
|
|
2024
Q2 | $621K | Sell |
11,459
-4,758
| -29% | -$258K | 0.01% | 1159 |
|
|
2024
Q1 | $796K | Sell |
16,217
-15,578
| -49% | -$765K | 0.01% | 970 |
|
|
2023
Q4 | $1.54M | Buy |
31,795
+9,729
| +44% | +$471K | 0.04% | 449 |
|
|
2023
Q3 | $950K | Buy |
22,066
+589
| +3% | +$25.4K | 0.03% | 563 |
|
|
2023
Q2 | $684K | Sell |
21,477
-55,490
| -72% | -$1.77M | 0.02% | 669 |
|
|
2023
Q1 | $2.71M | Sell |
76,967
-15,088
| -16% | -$532K | 0.09% | 223 |
|
|
2022
Q4 | $3.36M | Buy |
92,055
+26,294
| +40% | +$960K | 0.13% | 171 |
|
|
2022
Q3 | $2.8M | Sell |
65,761
-45,754
| -41% | -$1.95M | 0.12% | 167 |
|
|
2022
Q2 | $3.94M | Buy |
111,515
+18,326
| +20% | +$647K | 0.14% | 130 |
|
|
2022
Q1 | $2.43M | Buy |
93,189
+56,824
| +156% | +$1.48M | 0.07% | 213 |
|
|
2021
Q4 | $857K | Buy |
36,365
+6,220
| +21% | +$147K | 0.03% | 452 |
|
|
2021
Q3 | $754K | Buy |
30,145
+4,976
| +20% | +$124K | 0.03% | 405 |
|
|
2021
Q2 | $591K | Buy |
+25,169
| New | +$591K | 0.02% | 391 |
|