Osaic Holdings’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$977K Sell
2025
Q2
$1.15M Sell
2025
Q1
$1.37M Buy
2024
Q4
$531K Sell
2024
Q3
$2.75M Sell
2024
Q2
$2.82M Sell
2024
Q1
$2.59M Sell
2023
Q4
$3.87M Buy
2023
Q3
$1.54M Buy
2023
Q2
$663K Sell
2023
Q1
$2.52M Sell
2022
Q4
$2.84M Sell
2022
Q3
$4.77M Sell
2022
Q2
$5.25M Buy
2022
Q1
$843K Buy
2021
Q4
$679K Sell
2021
Q3
$2.17M Buy
2021
Q2
$567K Sell
2021
Q1
$611K Sell
2020
Q4
$1.59M Sell
2020
Q3
$3.21M Sell
2020
Q2
$3.1M Buy
2020
Q1
$1.65M Buy