Barclays’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
497,311
+384,783
| +342% | +$21.1M | 0.01% | 694 |
|
|
2025
Q1 | $6.18M | Sell |
112,528
-21,011
| -16% | -$1.15M | ﹤0.01% | 1295 |
|
|
2024
Q4 | $7.06M | Buy |
133,539
+40,239
| +43% | +$2.13M | ﹤0.01% | 1345 |
|
|
2024
Q3 | $5.93M | Buy |
93,300
+7,238
| +8% | +$460K | ﹤0.01% | 1407 |
|
|
2024
Q2 | $4.67M | Sell |
86,062
-92,225
| -52% | -$5M | ﹤0.01% | 1219 |
|
|
2024
Q1 | $8.76M | Buy |
178,287
+21,230
| +14% | +$1.04M | ﹤0.01% | 1099 |
|
|
2023
Q4 | $7.6M | Buy |
157,057
+56,233
| +56% | +$2.72M | ﹤0.01% | 1217 |
|
|
2023
Q3 | $4.34M | Sell |
100,824
-131,510
| -57% | -$5.66M | ﹤0.01% | 1207 |
|
|
2023
Q2 | $7.4M | Buy |
232,334
+202,539
| +680% | +$6.45M | ﹤0.01% | 1026 |
|
|
2023
Q1 | $1.05M | Sell |
29,795
-91,049
| -75% | -$3.21M | ﹤0.01% | 2099 |
|
|
2022
Q4 | $4.41M | Sell |
120,844
-27,882
| -19% | -$1.02M | ﹤0.01% | 1181 |
|
|
2022
Q3 | $6.33M | Sell |
148,726
-77,303
| -34% | -$3.29M | 0.01% | 992 |
|
|
2022
Q2 | $7.98M | Buy |
226,029
+134,364
| +147% | +$4.75M | ﹤0.01% | 899 |
|
|
2022
Q1 | $2.39M | Sell |
91,665
-42,154
| -32% | -$1.1M | ﹤0.01% | 1650 |
|
|
2021
Q4 | $3.15M | Sell |
133,819
-327,770
| -71% | -$7.72M | ﹤0.01% | 1525 |
|
|
2021
Q3 | $11.5M | Sell |
461,589
-29,012
| -6% | -$725K | 0.01% | 863 |
|
|
2021
Q2 | $11.5M | Buy |
490,601
+119,754
| +32% | +$2.81M | 0.01% | 878 |
|
|
2021
Q1 | $8.08M | Buy |
370,847
+28,349
| +8% | +$618K | ﹤0.01% | 908 |
|
|
2020
Q4 | $5.43M | Sell |
342,498
-18,377
| -5% | -$291K | ﹤0.01% | 988 |
|
|
2020
Q3 | $5.88M | Sell |
360,875
-111,916
| -24% | -$1.82M | ﹤0.01% | 903 |
|
|
2020
Q2 | $6.75M | Sell |
472,791
-483,650
| -51% | -$6.91M | 0.01% | 799 |
|
|
2020
Q1 | $13.5M | Buy |
956,441
+129,054
| +16% | +$1.82M | 0.01% | 530 |
|
|
2019
Q4 | $19.4M | Buy |
827,387
+467,315
| +130% | +$11M | 0.01% | 620 |
|
|
2019
Q3 | $8.5M | Sell |
360,072
-287,357
| -44% | -$6.79M | 0.01% | 844 |
|
|
2019
Q2 | $19M | Buy |
647,429
+182,004
| +39% | +$5.33M | 0.01% | 618 |
|
|
2019
Q1 | $11.1M | Sell |
465,425
-62,692
| -12% | -$1.5M | 0.01% | 718 |
|
|
2018
Q4 | $13.4M | Sell |
528,117
-18,291
| -3% | -$464K | 0.01% | 615 |
|
|
2018
Q3 | $14.1M | Sell |
546,408
-150,860
| -22% | -$3.88M | 0.01% | 659 |
|
|
2018
Q2 | $15.9M | Buy |
697,268
+64,456
| +10% | +$1.47M | 0.01% | 574 |
|
|
2018
Q1 | $16.1M | Sell |
632,812
-16,979
| -3% | -$431K | 0.01% | 623 |
|
|
2017
Q4 | $17M | Buy |
649,791
+279,695
| +76% | +$7.33M | 0.01% | 537 |
|
|
2017
Q3 | $9.8M | Buy |
370,096
+5,054
| +1% | +$134K | 0.01% | 581 |
|
|
2017
Q2 | $11.3M | Buy |
365,042
+9,387
| +3% | +$290K | 0.01% | 506 |
|
|
2017
Q1 | $8.27M | Buy |
355,655
+14,409
| +4% | +$335K | 0.01% | 592 |
|
|
2016
Q4 | $7.84M | Buy |
341,246
+86,909
| +34% | +$2M | 0.01% | 587 |
|
|
2016
Q3 | $5.89M | Sell |
254,337
-48,696
| -16% | -$1.13M | 0.01% | 609 |
|
|
2016
Q2 | $6.97M | Buy |
303,033
+172,409
| +132% | +$3.97M | 0.01% | 603 |
|
|
2016
Q1 | $3.4M | Buy |
130,624
+67,525
| +107% | +$1.76M | 0.01% | 844 |
|
|
2015
Q4 | $2.08M | Sell |
63,099
-396,629
| -86% | -$13.1M | ﹤0.01% | 1050 |
|
|
2015
Q3 | $16.6M | Buy |
459,728
+249,084
| +118% | +$8.97M | 0.02% | 354 |
|
|
2015
Q2 | $6.11M | Sell |
210,644
-394,746
| -65% | -$11.4M | 0.01% | 734 |
|
|
2015
Q1 | $19.4M | Buy |
605,390
+141,986
| +31% | +$4.54M | 0.02% | 426 |
|
|
2014
Q4 | $15.3M | Sell |
463,404
-275,702
| -37% | -$9.1M | 0.01% | 492 |
|
|
2014
Q3 | $22.9M | Buy |
739,106
+398,622
| +117% | +$12.4M | 0.02% | 363 |
|
|
2014
Q2 | $11.2M | Sell |
340,484
-84,325
| -20% | -$2.78M | 0.01% | 590 |
|
|
2014
Q1 | $12.7M | Sell |
424,809
-87,154
| -17% | -$2.61M | 0.01% | 570 |
|
|
2013
Q4 | $14.8M | Buy |
511,963
+30,039
| +6% | +$871K | 0.02% | 567 |
|
|
2013
Q3 | $12.5M | Sell |
481,924
-57,215
| -11% | -$1.49M | 0.02% | 531 |
|
|
2013
Q2 | $15M | Buy |
+539,139
| New | +$15M | 0.02% | 418 |
|