BOK Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.75K | Buy |
+181
| New | +$6.31K | ﹤0.01% | 983 |
|
|
2025
Q3 | – | Sell |
-42
| Closed | -$2.31K | – | 1135 |
|
|
2025
Q2 | $2.31K | Sell |
42
-14,245
| -100% | -$823K | ﹤0.01% | 1038 |
|
|
2025
Q1 | $784K | Buy |
14,287
+1,456
| +11% | +$77.8K | 0.01% | 466 |
|
|
2024
Q4 | $688K | Buy |
12,831
+12,248
| +2,101% | +$720K | 0.01% | 493 |
|
|
2024
Q3 | $36.4K | Hold |
583
| – | – | ﹤0.01% | 863 |
|
|
2024
Q2 | $31.6K | Hold |
583
| – | – | ﹤0.01% | 895 |
|
|
2024
Q1 | $28.1K | Hold |
583
| – | – | ﹤0.01% | 890 |
|
|
2023
Q4 | $28.2K | Buy |
+583
| New | +$26K | ﹤0.01% | 855 |
|
|
2023
Q2 | – | Sell |
-1,501
| Closed | -$52.9K | – | 1123 |
|
|
2023
Q1 | $52.9K | Sell |
1,501
-10,454
| -87% | -$387K | ﹤0.01% | 833 |
|
|
2022
Q4 | $436K | Buy |
11,955
+191
| +2% | +$7.76K | 0.01% | 704 |
|
|
2022
Q3 | $501K | Buy |
11,764
+573
| +5% | +$24.2K | 0.01% | 664 |
|
|
2022
Q2 | $395K | Sell |
11,191
-587
| -5% | -$18.1K | 0.01% | 718 |
|
|
2022
Q1 | $307K | Sell |
11,778
-8,995
| -43% | -$218K | 0.01% | 835 |
|
|
2021
Q4 | $489K | Buy |
20,773
+1,339
| +7% | +$32.5K | 0.01% | 726 |
|
|
2021
Q3 | $486K | Buy |
+19,434
| New | +$484K | 0.01% | 734 |
|
|
2021
Q1 | $985K | Sell |
45,219
-6,565
| -13% | -$124K | 0.02% | 556 |
|
|
2020
Q4 | $822K | Sell |
51,784
-6,051
| -10% | -$105K | 0.02% | 564 |
|
|
2020
Q3 | $942K | Sell |
57,835
-9,145
| -14% | -$134K | 0.02% | 480 |
|
|
2020
Q2 | $956K | Sell |
66,980
-34
| -0.1% | -$537 | 0.02% | 466 |
|
|
2020
Q1 | $943K | Buy |
67,014
+28,918
| +76% | +$606K | 0.03% | 426 |
|
|
2019
Q4 | $895K | Buy |
+38,096
| New | +$915K | 0.02% | 538 |
|
|
2017
Q3 | – | Sell |
-6,490
| Closed | -$201K | – | 1147 |
|
|
2017
Q2 | $201K | Buy |
+6,490
| New | +$170K | 0.01% | 829 |
|
|
2017
Q1 | – | Sell |
-10,114
| Closed | -$232K | – | 907 |
|
|
2016
Q4 | $232K | Sell |
10,114
-915
| -8% | -$20.9K | 0.01% | 798 |
|
|
2016
Q3 | $256K | Sell |
11,029
-104
| -0.9% | -$2.43K | 0.01% | 782 |
|
|
2016
Q2 | $256K | Buy |
11,133
+154
| +1% | +$3.42K | 0.01% | 745 |
|
|
2016
Q1 | $290K | Sell |
10,979
-110
| -1% | -$3.46K | 0.01% | 707 |
|
|
2015
Q4 | $369K | Sell |
11,089
-522
| -4% | -$18.6K | 0.01% | 642 |
|
|
2015
Q3 | $420K | Buy |
11,611
+225
| +2% | +$7.62K | 0.02% | 599 |
|
|
2015
Q2 | $338K | Buy |
11,386
+143
| +1% | +$4.49K | 0.01% | 663 |
|
|
2015
Q1 | $360K | Sell |
11,243
-307
| -3% | -$10.3K | 0.01% | 630 |
|
|
2014
Q4 | $389K | Sell |
11,550
-872
| -7% | -$27.9K | 0.01% | 528 |
|
|
2014
Q3 | $385K | Buy |
12,422
+32
| +0.3% | +$1.04K | 0.01% | 631 |
|
|
2014
Q2 | $416K | Sell |
12,390
-2,500
| -17% | -$74.4K | 0.01% | 673 |
|
|
2014
Q1 | $449K | Sell |
14,890
-1,700
| -10% | -$51K | 0.01% | 653 |
|
|
2013
Q4 | $482K | Hold |
16,590
| – | – | 0.02% | 631 |
|
|
2013
Q3 | $443K | Buy |
+16,590
| New | +$483K | 0.02% | 607 |
|
Other funds holding HRB
VPM
VCM
