Envestnet Portfolio Solutions’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 | $1.32M | Buy |
24,019
+16,865
| +236% | +$926K | ﹤0.01% | 698 |
|
|
2025
Q1 | $393K | Sell |
7,154
-2,331
| -25% | -$128K | ﹤0.01% | 1152 |
|
|
2024
Q4 | $501K | Buy |
9,485
+1,290
| +16% | +$68.2K | ﹤0.01% | 1242 |
|
|
2024
Q3 | $521K | Buy |
8,195
+916
| +13% | +$58.2K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $395K | Buy |
7,279
+2,048
| +39% | +$111K | ﹤0.01% | 1235 |
|
|
2024
Q1 | $257K | Buy |
5,231
+73
| +1% | +$3.59K | ﹤0.01% | 1436 |
|
|
2023
Q4 | $250K | Sell |
5,158
-370
| -7% | -$17.9K | ﹤0.01% | 1389 |
|
|
2023
Q3 | $238K | Buy |
+5,528
| New | +$238K | ﹤0.01% | 1350 |
|