OneDigital Investment 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 | $284K | Buy |
+5,182
| New | +$284K | ﹤0.01% | 1195 |
|
|
2025
Q1 | – | Sell |
-4,469
| Closed | -$236K | – | 1448 |
|
|
2024
Q4 | $236K | Sell |
4,469
-4
| -0.1% | -$211 | ﹤0.01% | 1247 |
|
|
2024
Q3 | $284K | Sell |
4,473
-163
| -4% | -$10.4K | ﹤0.01% | 1182 |
|
|
2024
Q2 | $251K | Buy |
4,636
+87
| +2% | +$4.72K | ﹤0.01% | 1184 |
|
|
2024
Q1 | $223K | Sell |
4,549
-10
| -0.2% | -$491 | ﹤0.01% | 1001 |
|
|
2023
Q4 | $221K | Buy |
+4,559
| New | +$221K | ﹤0.01% | 1026 |
|
|
2022
Q4 | – | Sell |
-4,719
| Closed | -$201K | – | 833 |
|
|
2022
Q3 | $201K | Buy |
+4,719
| New | +$201K | 0.01% | 710 |
|
|
2022
Q2 | – | Sell |
-10,286
| Closed | -$268K | – | 750 |
|
|
2022
Q1 | $268K | Buy |
+10,286
| New | +$268K | 0.01% | 622 |
|
|
2019
Q3 | – | Sell |
-2,576
| Closed | -$75K | – | 784 |
|
|
2019
Q2 | $75K | Sell |
2,576
-69
| -3% | -$2.01K | 0.01% | 501 |
|
|
2019
Q1 | $63K | Buy |
2,645
+10
| +0.4% | +$238 | 0.01% | 454 |
|
|
2018
Q4 | $67K | Buy |
2,635
+87
| +3% | +$2.21K | 0.01% | 405 |
|
|
2018
Q3 | $66K | Buy |
2,548
+10
| +0.4% | +$259 | 0.02% | 345 |
|
|
2018
Q2 | $58K | Buy |
2,538
+9
| +0.4% | +$206 | 0.01% | 455 |
|
|
2018
Q1 | $64K | Buy |
2,529
+9
| +0.4% | +$228 | 0.01% | 456 |
|
|
2017
Q4 | $66K | Buy |
2,520
+8
| +0.3% | +$210 | 0.01% | 435 |
|
|
2017
Q3 | $67K | Buy |
2,512
+7
| +0.3% | +$187 | 0.02% | 309 |
|
|
2017
Q2 | $77K | Buy |
+2,505
| New | +$77K | 0.02% | 375 |
|