Vident Advisory’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 | $1.28M | Buy |
23,337
+3,198
| +16% | +$176K | 0.01% | 643 |
|
|
2025
Q1 | $1.11M | Buy |
20,139
+45
| +0.2% | +$2.47K | 0.02% | 687 |
|
|
2024
Q4 | $1.06M | Buy |
20,094
+14,819
| +281% | +$783K | 0.02% | 623 |
|
|
2024
Q3 | $335K | Sell |
5,275
-12,386
| -70% | -$787K | 0.01% | 1098 |
|
|
2024
Q2 | $958K | Buy |
17,661
+5,740
| +48% | +$311K | 0.03% | 609 |
|
|
2024
Q1 | $585K | Buy |
11,921
+1,682
| +16% | +$82.6K | 0.01% | 763 |
|
|
2023
Q4 | $495K | Buy |
+10,239
| New | +$495K | 0.01% | 779 |
|