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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $2.31K | Sell |
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|
2025
Q1 | $784K | Buy |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $36.4K | Hold |
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|
2024
Q2 | $31.6K | Hold |
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|
2024
Q1 | $28.1K | Hold |
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|
2023
Q4 | $28.2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $52.9K | Sell |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $501K | Buy |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $307K | Sell |
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|
2021
Q4 | $489K | Buy |
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|
2021
Q3 | $486K | Buy |
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|
2021
Q1 | $985K | Sell |
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|
2020
Q4 | $822K | Sell |
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|
2020
Q3 | $942K | Sell |
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|
2020
Q2 | $956K | Sell |
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|
2020
Q1 | $943K | Buy |
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|
2019
Q4 | $895K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $201K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $232K | Sell |
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|
2016
Q3 | $256K | Sell |
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|
2016
Q2 | $256K | Buy |
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|
2016
Q1 | $290K | Sell |
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|
2015
Q4 | $369K | Sell |
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|
2015
Q3 | $420K | Buy |
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|
2015
Q2 | $338K | Buy |
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|
2015
Q1 | $360K | Sell |
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|
2014
Q4 | $389K | Sell |
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|
2014
Q3 | $385K | Buy |
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|
2014
Q2 | $416K | Sell |
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|
2014
Q1 | $449K | Sell |
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|
2013
Q4 | $482K | Hold |
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|
2013
Q3 | $443K | Buy |
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