Osaic Holdings’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 | $962K | Sell |
17,807
-7,156
| -29% | -$387K | ﹤0.01% | 2253 |
|
|
2025
Q1 | $1.37M | Buy |
24,963
+14,917
| +148% | +$819K | ﹤0.01% | 1967 |
|
|
2024
Q4 | $531K | Sell |
10,046
-33,222
| -77% | -$1.76M | ﹤0.01% | 2742 |
|
|
2024
Q3 | $2.75M | Sell |
43,268
-8,640
| -17% | -$549K | 0.01% | 1459 |
|
|
2024
Q2 | $2.82M | Sell |
51,908
-749
| -1% | -$40.6K | 0.01% | 1393 |
|
|
2024
Q1 | $2.59M | Sell |
52,657
-27,420
| -34% | -$1.35M | 0.01% | 1506 |
|
|
2023
Q4 | $3.87M | Buy |
80,077
+44,213
| +123% | +$2.14M | 0.01% | 1380 |
|
|
2023
Q3 | $1.54M | Buy |
35,864
+15,079
| +73% | +$649K | ﹤0.01% | 2237 |
|
|
2023
Q2 | $663K | Sell |
20,785
-50,740
| -71% | -$1.62M | ﹤0.01% | 2897 |
|
|
2023
Q1 | $2.52M | Sell |
71,525
-6,173
| -8% | -$218K | ﹤0.01% | 1646 |
|
|
2022
Q4 | $2.84M | Sell |
77,698
-34,392
| -31% | -$1.26M | 0.01% | 1494 |
|
|
2022
Q3 | $4.77M | Sell |
112,090
-36,461
| -25% | -$1.55M | 0.01% | 1051 |
|
|
2022
Q2 | $5.25M | Buy |
148,551
+119,393
| +409% | +$4.22M | 0.01% | 1008 |
|
|
2022
Q1 | $843K | Buy |
29,158
+335
| +1% | +$9.69K | ﹤0.01% | 2732 |
|
|
2021
Q4 | $679K | Sell |
28,823
-58,073
| -67% | -$1.37M | ﹤0.01% | 2764 |
|
|
2021
Q3 | $2.17M | Buy |
86,896
+62,752
| +260% | +$1.57M | ﹤0.01% | 1634 |
|
|
2021
Q2 | $567K | Sell |
24,144
-3,844
| -14% | -$90.3K | ﹤0.01% | 2890 |
|
|
2021
Q1 | $611K | Sell |
27,988
-72,225
| -72% | -$1.58M | ﹤0.01% | 2669 |
|
|
2020
Q4 | $1.59M | Sell |
100,213
-96,802
| -49% | -$1.54M | ﹤0.01% | 1633 |
|
|
2020
Q3 | $3.21M | Sell |
197,015
-19,620
| -9% | -$320K | 0.01% | 1018 |
|
|
2020
Q2 | $3.1M | Buy |
216,635
+99,739
| +85% | +$1.43M | 0.01% | 973 |
|
|
2020
Q1 | $1.65M | Buy |
+116,896
| New | +$1.65M | 0.01% | 1181 |
|