NewEdge Advisors’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 | $1.93M | Buy |
35,167
+697
| +2% | +$38.3K | 0.01% | 955 |
|
|
2025
Q1 | $1.89M | Sell |
34,470
-2,115
| -6% | -$116K | 0.01% | 892 |
|
|
2024
Q4 | $1.93M | Buy |
36,585
+2,911
| +9% | +$154K | 0.01% | 840 |
|
|
2024
Q3 | $2.14M | Buy |
33,674
+4,454
| +15% | +$283K | 0.01% | 761 |
|
|
2024
Q2 | $1.58M | Buy |
29,220
+17,818
| +156% | +$966K | 0.01% | 862 |
|
|
2024
Q1 | $560K | Sell |
11,402
-808
| -7% | -$39.7K | ﹤0.01% | 1282 |
|
|
2023
Q4 | $586K | Buy |
12,210
+2,556
| +26% | +$123K | 0.01% | 1202 |
|
|
2023
Q3 | $416K | Buy |
9,654
+6,425
| +199% | +$277K | ﹤0.01% | 1261 |
|
|
2023
Q2 | $103K | Sell |
3,229
-6,158
| -66% | -$196K | ﹤0.01% | 1842 |
|
|
2023
Q1 | $331K | Sell |
9,387
-6,171
| -40% | -$218K | ﹤0.01% | 1328 |
|
|
2022
Q4 | $222K | Buy |
15,558
+48
| +0.3% | +$685 | 0.01% | 1141 |
|
|
2022
Q3 | $660K | Buy |
15,510
+6,507
| +72% | +$277K | 0.01% | 834 |
|
|
2022
Q2 | $318K | Buy |
+9,003
| New | +$318K | 0.01% | 1188 |
|
|
2021
Q1 | – | Sell |
-74,810
| Closed | -$1.19M | – | 1071 |
|
|
2020
Q4 | $1.19M | Buy |
+74,810
| New | +$1.19M | 0.04% | 378 |
|