Baird Financial Group’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 | $854K | Sell |
15,553
-1,666
| -10% | -$91.4K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $945K | Buy |
17,219
+120
| +0.7% | +$6.59K | ﹤0.01% | 1197 |
|
|
2024
Q4 | $904K | Buy |
17,099
+1,490
| +10% | +$78.7K | ﹤0.01% | 1210 |
|
|
2024
Q3 | $992K | Sell |
15,609
-655
| -4% | -$41.6K | ﹤0.01% | 1173 |
|
|
2024
Q2 | $882K | Buy |
16,264
+3,489
| +27% | +$189K | ﹤0.01% | 1211 |
|
|
2024
Q1 | $627K | Sell |
12,775
-204
| -2% | -$10K | ﹤0.01% | 1308 |
|
|
2023
Q4 | $628K | Sell |
12,979
-87
| -0.7% | -$4.21K | ﹤0.01% | 1285 |
|
|
2023
Q3 | $563K | Buy |
13,066
+1,698
| +15% | +$73.1K | ﹤0.01% | 1290 |
|
|
2023
Q2 | $362K | Buy |
11,368
+1,467
| +15% | +$46.8K | ﹤0.01% | 1451 |
|
|
2023
Q1 | $349K | Buy |
9,901
+35
| +0.4% | +$1.23K | ﹤0.01% | 1442 |
|
|
2022
Q4 | $360K | Sell |
9,866
-12
| -0.1% | -$438 | ﹤0.01% | 1400 |
|
|
2022
Q3 | $421K | Sell |
9,878
-257
| -3% | -$11K | ﹤0.01% | 1349 |
|
|
2022
Q2 | $358K | Sell |
10,135
-845
| -8% | -$29.8K | ﹤0.01% | 1476 |
|
|
2022
Q1 | $286K | Buy |
10,980
+1,665
| +18% | +$43.4K | ﹤0.01% | 1632 |
|
|
2021
Q4 | $219K | Hold |
9,315
| – | – | ﹤0.01% | 1791 |
|
|
2021
Q3 | $233K | Buy |
9,315
+73
| +0.8% | +$1.83K | ﹤0.01% | 1754 |
|
|
2021
Q2 | $217K | Sell |
9,242
-150
| -2% | -$3.52K | ﹤0.01% | 1670 |
|
|
2021
Q1 | $204K | Buy |
+9,392
| New | +$204K | ﹤0.01% | 1636 |
|
|
2020
Q4 | – | Sell |
-564,799
| Closed | -$9.2M | – | 1580 |
|
|
2020
Q3 | $9.2M | Buy |
564,799
+111,126
| +24% | +$1.81M | 0.03% | 377 |
|
|
2020
Q2 | $6.48M | Buy |
453,673
+101,208
| +29% | +$1.45M | 0.02% | 421 |
|
|
2020
Q1 | $5.01M | Buy |
352,465
+31,349
| +10% | +$446K | 0.02% | 444 |
|
|
2019
Q4 | $7.54M | Buy |
321,116
+144,729
| +82% | +$3.4M | 0.03% | 445 |
|
|
2019
Q3 | $4.17M | Buy |
176,387
+13,377
| +8% | +$316K | 0.02% | 562 |
|
|
2019
Q2 | $4.78M | Sell |
163,010
-8,608
| -5% | -$252K | 0.02% | 523 |
|
|
2019
Q1 | $4.11M | Buy |
171,618
+59,406
| +53% | +$1.42M | 0.02% | 486 |
|
|
2018
Q4 | $2.85M | Buy |
112,212
+94,266
| +525% | +$2.39M | 0.02% | 537 |
|
|
2018
Q3 | $466K | Sell |
17,946
-21,550
| -55% | -$560K | ﹤0.01% | 1062 |
|
|
2018
Q2 | $899K | Sell |
39,496
-62,326
| -61% | -$1.42M | 0.01% | 854 |
|
|
2018
Q1 | $2.59M | Buy |
101,822
+10,599
| +12% | +$269K | 0.02% | 571 |
|
|
2017
Q4 | $2.39M | Buy |
91,223
+4,844
| +6% | +$127K | 0.02% | 573 |
|
|
2017
Q3 | $2.29M | Sell |
86,379
-3,521
| -4% | -$93.2K | 0.02% | 589 |
|
|
2017
Q2 | $2.78M | Sell |
89,900
-3,040
| -3% | -$94K | 0.02% | 526 |
|
|
2017
Q1 | $2.16M | Buy |
92,940
+9,342
| +11% | +$217K | 0.02% | 577 |
|
|
2016
Q4 | $1.92M | Sell |
83,598
-89,399
| -52% | -$2.06M | 0.02% | 584 |
|
|
2016
Q3 | $4.01M | Buy |
172,997
+4,046
| +2% | +$93.7K | 0.04% | 413 |
|
|
2016
Q2 | $3.89M | Buy |
168,951
+4,255
| +3% | +$97.9K | 0.04% | 409 |
|
|
2016
Q1 | $4.35M | Buy |
164,696
+21,752
| +15% | +$575K | 0.04% | 379 |
|
|
2015
Q4 | $4.76M | Buy |
142,944
+28,008
| +24% | +$933K | 0.05% | 347 |
|
|
2015
Q3 | $4.16M | Buy |
114,936
+87,376
| +317% | +$3.16M | 0.04% | 368 |
|
|
2015
Q2 | $817K | Buy |
+27,560
| New | +$817K | 0.01% | 807 |
|