Yousif 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 | $2.49M | Sell |
45,428
-699
| -2% | -$38.4K | 0.03% | 614 |
|
|
2025
Q1 | $2.53M | Sell |
46,127
-3,708
| -7% | -$204K | 0.03% | 585 |
|
|
2024
Q4 | $2.63M | Sell |
49,835
-2,908
| -6% | -$154K | 0.03% | 593 |
|
|
2024
Q3 | $3.35M | Sell |
52,743
-7,203
| -12% | -$458K | 0.04% | 485 |
|
|
2024
Q2 | $3.25M | Sell |
59,946
-5,745
| -9% | -$312K | 0.04% | 496 |
|
|
2024
Q1 | $3.23M | Sell |
65,691
-3,395
| -5% | -$167K | 0.04% | 542 |
|
|
2023
Q4 | $3.34M | Sell |
69,086
-4,928
| -7% | -$238K | 0.04% | 516 |
|
|
2023
Q3 | $3.19M | Sell |
74,014
-4,070
| -5% | -$175K | 0.04% | 494 |
|
|
2023
Q2 | $2.49M | Sell |
78,084
-3,153
| -4% | -$100K | 0.03% | 642 |
|
|
2023
Q1 | $2.86M | Sell |
81,237
-2,695
| -3% | -$95K | 0.04% | 550 |
|
|
2022
Q4 | $3.06M | Sell |
83,932
-945
| -1% | -$34.5K | 0.04% | 514 |
|
|
2022
Q3 | $3.61M | Sell |
84,877
-9,034
| -10% | -$384K | 0.05% | 393 |
|
|
2022
Q2 | $3.32M | Buy |
93,911
+385
| +0.4% | +$13.6K | 0.04% | 478 |
|
|
2022
Q1 | $2.44M | Sell |
93,526
-3,655
| -4% | -$95.2K | 0.03% | 800 |
|
|
2021
Q4 | $2.29M | Buy |
+97,181
| New | +$2.29M | 0.02% | 883 |
|