Brinker Capital Investments’s H&R Block HRB Stock Holding History

Brinker Capital Investments’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$290K	Sell
2025 Q1	$363K	Sell
2024 Q4	$382K	Buy
2024 Q3	$356K	Buy
2024 Q2	$283K	Buy
2024 Q1	–	Sell
2023 Q4	$628K	Buy
2020 Q4	–	Sell
2020 Q3	$2.15M	Buy