Teza 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 | – | Sell |
-4,143
| Closed | -$227K | – | 405 |
|
|
2025
Q1 | $227K | Sell |
4,143
-5,065
| -55% | -$278K | 0.1% | 325 |
|
|
2024
Q4 | $487K | Sell |
9,208
-33,566
| -78% | -$1.77M | 0.07% | 291 |
|
|
2024
Q3 | $2.72M | Buy |
+42,774
| New | +$2.72M | 0.3% | 93 |
|
|
2023
Q3 | – | Sell |
-24,082
| Closed | -$767K | – | 676 |
|
|
2023
Q2 | $767K | Buy |
+24,082
| New | +$767K | 0.12% | 222 |
|
|
2022
Q2 | – | Sell |
-38,271
| Closed | -$997K | – | 473 |
|
|
2022
Q1 | $997K | Sell |
38,271
-10,816
| -22% | -$282K | 0.37% | 73 |
|
|
2021
Q4 | $1.16M | Buy |
49,087
+32,698
| +200% | +$770K | 0.31% | 92 |
|
|
2021
Q3 | $410K | Buy |
+16,389
| New | +$410K | 0.2% | 158 |
|
|
2020
Q4 | – | Sell |
-59,618
| Closed | -$971K | – | 351 |
|
|
2020
Q3 | $971K | Buy |
+59,618
| New | +$971K | 0.57% | 39 |
|
|
2020
Q1 | – | Sell |
-37,540
| Closed | -$881K | – | 300 |
|
|
2019
Q4 | $881K | Buy |
+37,540
| New | +$881K | 0.24% | 122 |
|
|
2019
Q1 | – | Sell |
-18,412
| Closed | -$467K | – | 355 |
|
|
2018
Q4 | $467K | Sell |
18,412
-12,141
| -40% | -$308K | 0.18% | 193 |
|
|
2018
Q3 | $787K | Buy |
+30,553
| New | +$787K | 0.18% | 203 |
|
|
2018
Q2 | – | Sell |
-41,935
| Closed | -$1.07M | – | 509 |
|
|
2018
Q1 | $1.07M | Buy |
41,935
+11,184
| +36% | +$284K | 0.26% | 118 |
|
|
2017
Q4 | $806K | Buy |
+30,751
| New | +$806K | 0.49% | 61 |
|