Aigen Investment 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 | – | Sell |
-15,625
| Closed | -$858K | – | 922 |
|
|
2025
Q1 | $858K | Buy |
+15,625
| New | +$858K | 0.14% | 223 |
|
|
2023
Q3 | – | Sell |
-34,869
| Closed | -$1.11M | – | 938 |
|
|
2023
Q2 | $1.11M | Sell |
34,869
-17,080
| -33% | -$544K | 0.16% | 175 |
|
|
2023
Q1 | $1.83M | Buy |
+51,949
| New | +$1.83M | 0.25% | 100 |
|
|
2022
Q4 | – | Sell |
-17,273
| Closed | -$735K | – | 645 |
|
|
2022
Q3 | $735K | Buy |
+17,273
| New | +$735K | 0.11% | 242 |
|
|
2022
Q1 | – | Sell |
-16,816
| Closed | -$400K | – | 784 |
|
|
2021
Q4 | $400K | Buy |
+16,816
| New | +$400K | 0.02% | 695 |
|
|
2020
Q4 | – | Sell |
-251,409
| Closed | -$4.1M | – | 888 |
|
|
2020
Q3 | $4.1M | Buy |
+251,409
| New | +$4.1M | 0.52% | 23 |
|