ALPS Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
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|
2025
Q1 | $17.2M | Buy |
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|
2024
Q4 | $15.8M | Buy |
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|
2024
Q3 | $16.3M | Buy |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $8.81M | Buy |
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|
2023
Q4 | $7.59M | Buy |
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|
2023
Q3 | $6.04M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.8M | Sell |
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|
2022
Q2 | $2.74M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $417K | Sell |
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|
2019
Q4 | $789K | Sell |
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|
2019
Q3 | $825K | Sell |
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|
2019
Q2 | $1.29M | Sell |
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|
2019
Q1 | $1.29M | Sell |
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|
2018
Q4 | $2.6M | Sell |
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|
2018
Q3 | $3.03M | Buy |
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|
2018
Q2 | $781K | Buy |
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|
2018
Q1 | $835K | Buy |
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|
2017
Q4 | $497K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $465K | Hold |
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|
2015
Q3 | $5.05K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $550K | Sell |
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|
2014
Q3 | $574K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $604K | Sell |
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|
2013
Q3 | $15.9M | Buy |
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|
2013
Q2 | $5.47M | Buy |
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