Quantinno Capital Management’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 | $4.06M | Buy |
73,992
+32,532
| +78% | +$1.79M | 0.02% | 888 |
|
|
2025
Q1 | $2.28M | Sell |
41,460
-3,385
| -8% | -$186K | 0.01% | 939 |
|
|
2024
Q4 | $2.37M | Sell |
44,845
-13,864
| -24% | -$733K | 0.02% | 786 |
|
|
2024
Q3 | $3.73M | Buy |
58,709
+17,580
| +43% | +$1.12M | 0.05% | 490 |
|
|
2024
Q2 | $2.23M | Buy |
41,129
+22,367
| +119% | +$1.21M | 0.04% | 536 |
|
|
2024
Q1 | $921K | Buy |
18,762
+1,899
| +11% | +$93.2K | 0.02% | 762 |
|
|
2023
Q4 | $816K | Buy |
16,863
+996
| +6% | +$48.2K | 0.03% | 676 |
|
|
2023
Q3 | $683K | Buy |
15,867
+5,972
| +60% | +$257K | 0.03% | 628 |
|
|
2023
Q2 | $315K | Buy |
+9,895
| New | +$315K | 0.02% | 748 |
|