Xponance’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 | $943K | Sell |
17,180
-870
| -5% | -$47.8K | 0.01% | 714 |
|
|
2025
Q1 | $991K | Sell |
18,050
-1,605
| -8% | -$88.1K | 0.01% | 695 |
|
|
2024
Q4 | $1.04M | Buy |
19,655
+784
| +4% | +$41.4K | 0.01% | 712 |
|
|
2024
Q3 | $1.2M | Buy |
18,871
+25
| +0.1% | +$1.59K | 0.01% | 655 |
|
|
2024
Q2 | $1.02M | Sell |
18,846
-9,396
| -33% | -$510K | 0.01% | 674 |
|
|
2024
Q1 | $1.39M | Buy |
28,242
+818
| +3% | +$40.2K | 0.01% | 631 |
|
|
2023
Q4 | $1.33M | Sell |
27,424
-2,312
| -8% | -$112K | 0.02% | 579 |
|
|
2023
Q3 | $1.28M | Buy |
29,736
+840
| +3% | +$36.2K | 0.02% | 578 |
|
|
2023
Q2 | $921K | Sell |
28,896
-4,020
| -12% | -$128K | 0.01% | 669 |
|
|
2023
Q1 | $1.16M | Sell |
32,916
-333
| -1% | -$11.7K | 0.02% | 604 |
|
|
2022
Q4 | $1.21M | Buy |
33,249
+1,381
| +4% | +$50.4K | 0.02% | 574 |
|
|
2022
Q3 | $1.36M | Sell |
31,868
-755
| -2% | -$32.1K | 0.03% | 498 |
|
|
2022
Q2 | $1.15M | Buy |
32,623
+670
| +2% | +$23.7K | 0.02% | 531 |
|
|
2022
Q1 | $832K | Sell |
31,953
-1,650
| -5% | -$43K | 0.01% | 669 |
|
|
2021
Q4 | $792K | Sell |
33,603
-1,170
| -3% | -$27.6K | 0.01% | 712 |
|
|
2021
Q3 | $869K | Sell |
34,773
-1,450
| -4% | -$36.2K | 0.02% | 624 |
|
|
2021
Q2 | $851K | Buy |
36,223
+3,542
| +11% | +$83.2K | 0.02% | 666 |
|
|
2021
Q1 | $712K | Sell |
32,681
-1,162
| -3% | -$25.3K | 0.02% | 617 |
|
|
2020
Q4 | $537K | Sell |
33,843
-326
| -1% | -$5.17K | 0.01% | 703 |
|
|
2020
Q3 | $557K | Buy |
34,169
+12,075
| +55% | +$197K | 0.01% | 599 |
|
|
2020
Q2 | $316K | Buy |
+22,094
| New | +$316K | 0.01% | 812 |
|