Ameritas Investment Partners’s H&R Block HRB Stock Holding History

Ameritas Investment Partners’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.43M	Sell	25,994 -342	-1%	-$18.8K	0.05%	478
2025 Q1	$1.45M	Sell	26,336 -1,114	-4%	-$61.2K	0.05%	459
2024 Q4	$1.45M	Sell	27,450 -1,189	-4%	-$62.8K	0.05%	484
2024 Q3	$1.82M	Sell	28,639 -1,039	-4%	-$66K	0.06%	373
2024 Q2	$1.61M	Sell	29,678 -1,089	-4%	-$59.1K	0.06%	401
2024 Q1	$1.51M	Sell	30,767 -1,013	-3%	-$49.7K	0.05%	463
2023 Q4	$1.54M	Sell	31,780 -2,373	-7%	-$115K	0.06%	427
2023 Q3	$1.47M	Sell	34,153 -3,876	-10%	-$167K	0.06%	392
2023 Q2	$1.21M	Sell	38,029 -738	-2%	-$23.5K	0.05%	511
2023 Q1	$1.37M	Sell	38,767 -1,468	-4%	-$51.7K	0.05%	445
2022 Q4	$1.55M	Sell	40,235 -808	-2%	-$31.1K	0.06%	383
2022 Q3	$1.75M	Sell	41,043 -1,518	-4%	-$64.5K	0.08%	283
2022 Q2	$1.5M	Sell	42,561 -1,392	-3%	-$49.2K	0.06%	366
2022 Q1	$1.15M	Sell	43,953 -3,212	-7%	-$83.7K	0.04%	564
2021 Q4	$1.11M	Hold	47,165	–	–	0.04%	595
2021 Q3	$1.18M	Sell	47,165 -1,874	-4%	-$46.8K	0.04%	538
2021 Q2	$1.15M	Sell	49,039 -1,653	-3%	-$38.8K	0.04%	561
2021 Q1	$1.11M	Hold	50,692	–	–	0.04%	562
2020 Q4	$804K	Sell	50,692 -3,918	-7%	-$62.1K	0.04%	633
2020 Q3	$890K	Buy	54,610 +51,157	+1,482%	+$834K	0.04%	509
2020 Q2	$49K	Hold	3,453	–	–	﹤0.01%	1835
2020 Q1	$49K	Hold	3,453	–	–	﹤0.01%	1670
2019 Q4	$81K	Hold	3,453	–	–	﹤0.01%	1633
2019 Q3	$82K	Sell	3,453 -526	-13%	-$12.5K	﹤0.01%	1593
2019 Q2	$117K	Hold	3,979	–	–	0.01%	1405
2019 Q1	$95K	Hold	3,979	–	–	﹤0.01%	1503
2018 Q4	$101K	Hold	3,979	–	–	0.01%	1370
2018 Q3	$102K	Hold	3,979	–	–	﹤0.01%	1551
2018 Q2	$91K	Sell	3,979 -693	-15%	-$15.8K	﹤0.01%	1607
2018 Q1	$119K	Hold	4,672	–	–	0.01%	1380
2017 Q4	$123K	Hold	4,672	–	–	0.01%	1385
2017 Q3	$124K	Hold	4,672	–	–	0.01%	1326
2017 Q2	$144K	Sell	4,672 -566	-11%	-$17.4K	0.01%	1238
2017 Q1	$122K	Buy	+5,238	New	+$122K	0.01%	1318