Segall Bryant & Hamill’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	$5.21M	Hold	95,000	–	–	0.07%	309
2025 Q1	$5.22M	Sell	95,000 -116	-0.1%	-$6.37K	0.08%	304
2024 Q4	$5.03M	Sell	95,116 -10	-0%	-$528	0.07%	332
2024 Q3	$6.05M	Buy	+95,126	New	+$6.05M	0.08%	299