Edgestream Partners’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 | $1.18M | Sell |
21,569
-171,999
| -89% | -$9.44M | 0.03% | 616 |
|
|
2025
Q1 | $10.6M | Buy |
+193,568
| New | +$10.6M | 0.36% | 29 |
|
|
2024
Q2 | – | Sell |
-64,129
| Closed | -$3.15M | – | 928 |
|
|
2024
Q1 | $3.15M | Buy |
+64,129
| New | +$3.15M | 0.16% | 220 |
|
|
2023
Q4 | – | Sell |
-12,586
| Closed | -$542K | – | 934 |
|
|
2023
Q3 | $542K | Buy |
+12,586
| New | +$542K | 0.04% | 577 |
|
|
2023
Q2 | – | Sell |
-23,028
| Closed | -$812K | – | 794 |
|
|
2023
Q1 | $812K | Sell |
23,028
-46,605
| -67% | -$1.64M | 0.09% | 331 |
|
|
2022
Q4 | $2.54M | Buy |
69,633
+54,071
| +347% | +$1.97M | 0.29% | 102 |
|
|
2022
Q3 | $662K | Sell |
15,562
-37,004
| -70% | -$1.57M | 0.05% | 324 |
|
|
2022
Q2 | $1.86M | Buy |
52,566
+21,556
| +70% | +$762K | 0.15% | 215 |
|
|
2022
Q1 | $808K | Sell |
31,010
-53,518
| -63% | -$1.39M | 0.06% | 360 |
|
|
2021
Q4 | $1.99M | Buy |
+84,528
| New | +$1.99M | 0.12% | 233 |
|
|
2021
Q2 | – | Sell |
-70,522
| Closed | -$1.54M | – | 493 |
|
|
2021
Q1 | $1.54M | Buy |
+70,522
| New | +$1.54M | 0.09% | 263 |
|
|
2020
Q4 | – | Sell |
-104,544
| Closed | -$1.7M | – | 384 |
|
|
2020
Q3 | $1.7M | Buy |
104,544
+78,666
| +304% | +$1.28M | 0.11% | 197 |
|
|
2020
Q2 | $370K | Sell |
25,878
-19,816
| -43% | -$283K | 0.02% | 280 |
|
|
2020
Q1 | $643K | Sell |
45,694
-174,141
| -79% | -$2.45M | 0.06% | 224 |
|
|
2019
Q4 | $5.16M | Buy |
219,835
+149,496
| +213% | +$3.51M | 0.27% | 112 |
|
|
2019
Q3 | $1.66M | Buy |
+70,339
| New | +$1.66M | 0.16% | 150 |
|