Boston Partners’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178M | Sell |
3,233,854
-534,058
| -14% | -$29.3M | 0.2% | 169 |
|
|
2025
Q1 | $207M | Sell |
3,767,912
-732,640
| -16% | -$40.2M | 0.25% | 143 |
|
|
2024
Q4 | $238M | Buy |
4,500,552
+1,660,319
| +58% | +$87.7M | 0.29% | 137 |
|
|
2024
Q3 | $180M | Sell |
2,840,233
-413,493
| -13% | -$26.3M | 0.21% | 164 |
|
|
2024
Q2 | $176M | Sell |
3,253,726
-17,193
| -0.5% | -$932K | 0.22% | 164 |
|
|
2024
Q1 | $161M | Buy |
3,270,919
+758,827
| +30% | +$37.3M | 0.19% | 177 |
|
|
2023
Q4 | $122M | Sell |
2,512,092
-34,351
| -1% | -$1.66M | 0.16% | 202 |
|
|
2023
Q3 | $110M | Sell |
2,546,443
-45,709
| -2% | -$1.97M | 0.15% | 188 |
|
|
2023
Q2 | $82.6M | Sell |
2,592,152
-895,199
| -26% | -$28.5M | 0.11% | 207 |
|
|
2023
Q1 | $123M | Buy |
+3,487,351
| New | +$123M | 0.17% | 169 |
|
|
2022
Q3 | – | Sell |
-615,179
| Closed | -$22.1M | – | 731 |
|
|
2022
Q2 | $22.1M | Sell |
615,179
-126,885
| -17% | -$4.55M | 0.03% | 302 |
|
|
2022
Q1 | $19.4M | Buy |
742,064
+79,782
| +12% | +$2.08M | 0.02% | 324 |
|
|
2021
Q4 | $15.6M | Buy |
662,282
+136,075
| +26% | +$3.21M | 0.02% | 337 |
|
|
2021
Q3 | $13.2M | Buy |
526,207
+413,997
| +369% | +$10.4M | 0.02% | 342 |
|
|
2021
Q2 | $2.64M | Buy |
112,210
+37,674
| +51% | +$885K | ﹤0.01% | 427 |
|
|
2021
Q1 | $1.63M | Buy |
+74,536
| New | +$1.63M | ﹤0.01% | 513 |
|
|
2018
Q2 | – | Sell |
-131,087
| Closed | -$3.33M | – | 794 |
|
|
2018
Q1 | $3.33M | Buy |
+131,087
| New | +$3.33M | ﹤0.01% | 573 |
|
|
2016
Q2 | – | Sell |
-1,369,573
| Closed | -$36.2M | – | 736 |
|
|
2016
Q1 | $36.2M | Sell |
1,369,573
-1,576,362
| -54% | -$41.6M | 0.05% | 238 |
|
|
2015
Q4 | $98.1M | Sell |
2,945,935
-3,618,042
| -55% | -$121M | 0.14% | 171 |
|
|
2015
Q3 | $238M | Sell |
6,563,977
-298,888
| -4% | -$10.8M | 0.36% | 88 |
|
|
2015
Q2 | $203M | Buy |
6,862,865
+924,462
| +16% | +$27.4M | 0.29% | 110 |
|
|
2015
Q1 | $190M | Buy |
5,938,403
+182,664
| +3% | +$5.86M | 0.28% | 108 |
|
|
2014
Q4 | $194M | Buy |
+5,755,739
| New | +$194M | 0.29% | 107 |
|