Triumph 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
2023 Q3	–	Sell	-18,391	Closed	-$591K	–	231
2023 Q2	$591K	Buy	18,391 +7,349	+67%	+$236K	0.27%	80
2023 Q1	$392K	Buy	+11,042	New	+$392K	0.2%	101