OQS
Occudo Quantitative Strategies’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,613
| Closed | -$628K | – | 754 |
|
|
2025
Q1 | $628K | Sell |
11,613
-4,046
| -26% | -$219K | 0.08% | 321 |
|
|
2024
Q4 | $827K | Buy |
+15,659
| New | +$827K | 0.15% | 203 |
|
|
2024
Q2 | – | Sell |
-6,276
| Closed | -$308K | – | 857 |
|
|
2024
Q1 | $308K | Buy |
+6,276
| New | +$308K | 0.05% | 461 |
|
|
2023
Q3 | – | Sell |
-40,471
| Closed | -$1.29M | – | 1120 |
|
|
2023
Q2 | $1.29M | Sell |
40,471
-48,900
| -55% | -$1.56M | 0.13% | 247 |
|
|
2023
Q1 | $3.15M | Buy |
+89,371
| New | +$3.15M | 0.29% | 92 |
|
|
2022
Q4 | – | Sell |
-24,332
| Closed | -$1.04M | – | 1146 |
|
|
2022
Q3 | $1.04M | Buy |
24,332
+14,536
| +148% | +$618K | 0.08% | 383 |
|
|
2022
Q2 | $346K | Buy |
+9,796
| New | +$346K | 0.03% | 743 |
|
|
2021
Q4 | – | Sell |
-43,229
| Closed | -$1.08M | – | 1143 |
|
|
2021
Q3 | $1.08M | Buy |
43,229
+28,347
| +190% | +$709K | 0.13% | 254 |
|
|
2021
Q2 | $349K | Buy |
14,882
+5,135
| +53% | +$120K | 0.05% | 539 |
|
|
2021
Q1 | $212K | Buy |
+9,747
| New | +$212K | 0.05% | 600 |
|