Orion 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
Q1 | $363K | Sell |
6,611
-611
| -8% | -$33.6K | ﹤0.01% | 1548 |
|
|
2024
Q4 | $382K | Buy |
7,222
+1,623
| +29% | +$85.8K | ﹤0.01% | 1445 |
|
|
2024
Q3 | $356K | Buy |
5,599
+378
| +7% | +$24K | ﹤0.01% | 1455 |
|
|
2024
Q2 | $283K | Buy |
+5,221
| New | +$283K | ﹤0.01% | 1480 |
|
|
2024
Q1 | – | Sell |
-13,298
| Closed | -$628K | – | 1711 |
|
|
2023
Q4 | $628K | Buy |
+13,298
| New | +$628K | 0.01% | 1126 |
|
|
2020
Q3 | – | Sell |
-354
| Closed | -$5K | – | 1137 |
|
|
2020
Q2 | $5K | Sell |
354
-43
| -11% | -$607 | ﹤0.01% | 1478 |
|
|
2020
Q1 | $6K | Buy |
397
+363
| +1,068% | +$5.49K | ﹤0.01% | 1233 |
|
|
2019
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 1668 |
|