OmniStar Financial Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,644
| Closed | -$853K | – | 131 |
|
|
2023
Q4 | $853K | Sell |
17,644
-10,746
| -38% | -$520K | 1.07% | 27 |
|
|
2023
Q3 | $1.22M | Sell |
28,390
-46
| -0.2% | -$1.98K | 1.45% | 18 |
|
|
2023
Q2 | $906K | Buy |
28,436
+3,263
| +13% | +$104K | 1.07% | 27 |
|
|
2023
Q1 | $887K | Buy |
25,173
+13,399
| +114% | +$472K | 1.13% | 28 |
|
|
2022
Q4 | $430K | Buy |
11,774
+144
| +1% | +$5.26K | 0.49% | 75 |
|
|
2022
Q3 | $494K | Buy |
11,630
+3,852
| +50% | +$164K | 0.59% | 70 |
|
|
2022
Q2 | $274K | Sell |
7,778
-14,741
| -65% | -$519K | 0.3% | 95 |
|
|
2022
Q1 | $586K | Buy |
22,519
+578
| +3% | +$15K | 0.58% | 68 |
|
|
2021
Q4 | $516K | Buy |
21,941
+4,009
| +22% | +$94.3K | 0.53% | 72 |
|
|
2021
Q3 | $448K | Buy |
+17,932
| New | +$448K | 0.53% | 74 |
|
|
2021
Q2 | – | Sell |
-19,940
| Closed | -$435K | – | 71 |
|
|
2021
Q1 | $435K | Sell |
19,940
-29,326
| -60% | -$640K | 0.55% | 64 |
|
|
2020
Q4 | $781K | Buy |
49,266
+22,747
| +86% | +$361K | 0.55% | 63 |
|
|
2020
Q3 | $432K | Buy |
26,519
+10,577
| +66% | +$172K | 0.33% | 85 |
|
|
2020
Q2 | $228K | Buy |
15,942
+1,413
| +10% | +$20.2K | 0.19% | 105 |
|
|
2020
Q1 | $205K | Buy |
+14,529
| New | +$205K | 0.2% | 98 |
|
|
2019
Q2 | – | Sell |
-18,839
| Closed | -$451K | – | 114 |
|
|
2019
Q1 | $451K | Buy |
+18,839
| New | +$451K | 0.4% | 80 |
|