Boston Partners’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
Q2 | $178M | Sell |
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|
2025
Q1 | $207M | Sell |
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|
2024
Q4 | $238M | Buy |
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|
2024
Q3 | $180M | Sell |
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|
2024
Q2 | $176M | Sell |
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|
2024
Q1 | $161M | Buy |
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|
2023
Q4 | $122M | Sell |
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|
2023
Q3 | $110M | Sell |
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|
2023
Q2 | $82.6M | Sell |
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|
2023
Q1 | $123M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $22.1M | Sell |
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|
2022
Q1 | $19.4M | Buy |
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|
2021
Q4 | $15.6M | Buy |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $2.63M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.33M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $36.2M | Sell |
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|
2015
Q4 | $98.1M | Sell |
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|
2015
Q3 | $238M | Sell |
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|
2015
Q2 | $203M | Buy |
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|
2015
Q1 | $190M | Buy |
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|
2014
Q4 | $194M | Buy |
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