Bank of America’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 | $55.6M | Sell |
1,012,087
-205,727
| -17% | -$11.3M | ﹤0.01% | 1425 |
|
|
2025
Q1 | $66.9M | Buy |
1,217,814
+302,930
| +33% | +$16.6M | 0.01% | 1210 |
|
|
2024
Q4 | $48.3M | Buy |
914,884
+121,455
| +15% | +$6.42M | ﹤0.01% | 1319 |
|
|
2024
Q3 | $50.4M | Sell |
793,429
-76,344
| -9% | -$4.85M | ﹤0.01% | 1367 |
|
|
2024
Q2 | $47.2M | Sell |
869,773
-32,031
| -4% | -$1.74M | ﹤0.01% | 1336 |
|
|
2024
Q1 | $44.3M | Buy |
901,804
+426,356
| +90% | +$20.9M | ﹤0.01% | 1372 |
|
|
2023
Q4 | $23M | Sell |
475,448
-79,847
| -14% | -$3.86M | ﹤0.01% | 1709 |
|
|
2023
Q3 | $23.9M | Buy |
555,295
+6,836
| +1% | +$294K | ﹤0.01% | 1605 |
|
|
2023
Q2 | $17.5M | Sell |
548,459
-1,207,289
| -69% | -$38.5M | ﹤0.01% | 1852 |
|
|
2023
Q1 | $61.9M | Buy |
1,755,748
+589,048
| +50% | +$20.8M | 0.01% | 1080 |
|
|
2022
Q4 | $42.6M | Buy |
1,166,700
+68,138
| +6% | +$2.49M | ﹤0.01% | 1218 |
|
|
2022
Q3 | $46.7M | Buy |
1,098,562
+609,241
| +125% | +$25.9M | 0.01% | 1156 |
|
|
2022
Q2 | $17.3M | Sell |
489,321
-237,341
| -33% | -$8.38M | ﹤0.01% | 1862 |
|
|
2022
Q1 | $18.9M | Buy |
726,662
+173,654
| +31% | +$4.52M | ﹤0.01% | 1927 |
|
|
2021
Q4 | $13M | Buy |
553,008
+77,752
| +16% | +$1.83M | ﹤0.01% | 2287 |
|
|
2021
Q3 | $11.9M | Sell |
475,256
-204,191
| -30% | -$5.1M | ﹤0.01% | 2313 |
|
|
2021
Q2 | $16M | Sell |
679,447
-26,277
| -4% | -$617K | ﹤0.01% | 2065 |
|
|
2021
Q1 | $15.4M | Buy |
705,724
+110,708
| +19% | +$2.41M | ﹤0.01% | 2045 |
|
|
2020
Q4 | $9.44M | Buy |
595,016
+174,759
| +42% | +$2.77M | ﹤0.01% | 2197 |
|
|
2020
Q3 | $6.85M | Sell |
420,257
-192,399
| -31% | -$3.13M | ﹤0.01% | 2313 |
|
|
2020
Q2 | $8.75M | Sell |
612,656
-232,285
| -27% | -$3.32M | ﹤0.01% | 2089 |
|
|
2020
Q1 | $11.9M | Sell |
844,941
-70,939
| -8% | -$999K | ﹤0.01% | 1700 |
|
|
2019
Q4 | $21.5M | Buy |
915,880
+239,334
| +35% | +$5.62M | ﹤0.01% | 1578 |
|
|
2019
Q3 | $16M | Sell |
676,546
-282,796
| -29% | -$6.68M | ﹤0.01% | 1763 |
|
|
2019
Q2 | $28.1M | Sell |
959,342
-161,687
| -14% | -$4.74M | ﹤0.01% | 1344 |
|
|
2019
Q1 | $26.8M | Buy |
1,121,029
+426,469
| +61% | +$10.2M | ﹤0.01% | 1386 |
|
|
2018
Q4 | $17.6M | Sell |
694,560
-164,945
| -19% | -$4.18M | ﹤0.01% | 1527 |
|
|
2018
Q3 | $22.1M | Sell |
859,505
-49,036
| -5% | -$1.26M | ﹤0.01% | 1502 |
|
|
2018
Q2 | $20.7M | Sell |
908,541
-87,531
| -9% | -$1.99M | ﹤0.01% | 1551 |
|
|
2018
Q1 | $25.3M | Sell |
996,072
-790,430
| -44% | -$20.1M | ﹤0.01% | 1385 |
|
|
2017
Q4 | $46.8M | Buy |
1,786,502
+29,886
| +2% | +$784K | 0.01% | 970 |
|
|
2017
Q3 | $46.5M | Buy |
1,756,616
+182,905
| +12% | +$4.84M | 0.01% | 1038 |
|
|
2017
Q2 | $48.6M | Sell |
1,573,711
-8,863
| -0.6% | -$274K | 0.01% | 897 |
|
|
2017
Q1 | $36.8M | Sell |
1,582,574
-7,764,526
| -83% | -$181M | 0.01% | 1049 |
|
|
2016
Q4 | $215M | Sell |
9,347,100
-1,921,186
| -17% | -$44.2M | 0.05% | 342 |
|
|
2016
Q3 | $261M | Buy |
11,268,286
+275,929
| +3% | +$6.39M | 0.06% | 292 |
|
|
2016
Q2 | $253M | Buy |
10,992,357
+745,077
| +7% | +$17.1M | 0.06% | 294 |
|
|
2016
Q1 | $271M | Buy |
10,247,280
+2,917,526
| +40% | +$77.1M | 0.07% | 271 |
|
|
2015
Q4 | $244M | Buy |
7,329,754
+6,103,650
| +498% | +$203M | 0.06% | 301 |
|
|
2015
Q3 | $44.4M | Buy |
1,226,104
+829,974
| +210% | +$30M | 0.01% | 869 |
|
|
2015
Q2 | $11.7M | Sell |
396,130
-36,736
| -8% | -$1.09M | ﹤0.01% | 1401 |
|
|
2015
Q1 | $13.9M | Buy |
432,866
+265,445
| +159% | +$8.51M | ﹤0.01% | 1305 |
|
|
2014
Q4 | $5.64M | Sell |
167,421
-41,443
| -20% | -$1.4M | ﹤0.01% | 1871 |
|
|
2014
Q3 | $6.48M | Sell |
208,864
-87,626
| -30% | -$2.72M | ﹤0.01% | 1793 |
|
|
2014
Q2 | $9.94M | Buy |
296,490
+126,627
| +75% | +$4.24M | ﹤0.01% | 1500 |
|
|
2014
Q1 | $5.13M | Sell |
169,863
-19,563
| -10% | -$591K | ﹤0.01% | 1872 |
|
|
2013
Q4 | $5.5M | Sell |
189,426
-35,886
| -16% | -$1.04M | ﹤0.01% | 1825 |
|
|
2013
Q3 | $6.01M | Sell |
225,312
-34,598
| -13% | -$922K | ﹤0.01% | 1703 |
|
|
2013
Q2 | $7.21M | Buy |
+259,910
| New | +$7.21M | ﹤0.01% | 1536 |
|