Cambridge Investment Research Advisors’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 | $805K | Sell |
|
|||||
|
2025
Q2 | $1.06M | Buy |
|
|||||
|
2025
Q1 | $897K | Buy |
|
|||||
|
2024
Q4 | $805K | Sell |
|
|||||
|
2024
Q3 | $1.24M | Buy |
|
|||||
|
2024
Q2 | $877K | Buy |
|
|||||
|
2024
Q1 | $792K | Buy |
|
|||||
|
2023
Q4 | $764K | Sell |
|
|||||
|
2023
Q3 | $1.02M | Buy |
|
|||||
|
2023
Q2 | $592K | Sell |
|
|||||
|
2023
Q1 | $666K | Sell |
|
|||||
|
2022
Q4 | $741K | Buy |
|
|||||
|
2022
Q3 | $771K | Buy |
|
|||||
|
2022
Q2 | $616K | Sell |
|
|||||
|
2022
Q1 | $457K | Sell |
|
|||||
|
2021
Q4 | $442K | Buy |
|
|||||
|
2021
Q3 | $336K | Sell |
|
|||||
|
2021
Q2 | $390K | Sell |
|
|||||
|
2021
Q1 | $378K | Buy |
|
|||||
|
2020
Q4 | $251K | Sell |
|
|||||
|
2020
Q3 | $545K | Buy |
|
|||||
|
2020
Q2 | $434K | Buy |
|
|||||
|
2020
Q1 | $334K | Buy |
|
|||||
|
2019
Q4 | $306K | Buy |
|
|||||
|
2019
Q3 | $281K | Sell |
|
|||||
|
2019
Q2 | $353K | Sell |
|
|||||
|
2019
Q1 | $300K | Buy |
|
|||||
|
2018
Q4 | $230K | Sell |
|
|||||
|
2018
Q3 | $236K | Buy |
|
|||||
|
2018
Q2 | $207K | Sell |
|
|||||
|
2018
Q1 | $263K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $311K | Buy |
|
|||||
|
2017
Q2 | $303K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $217K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $581K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $533K | Buy |
|
|||||
|
2015
Q1 | $522K | Sell |
|
|||||
|
2014
Q4 | $550K | Sell |
|
|||||
|
2014
Q3 | $512K | Buy |
|
|||||
|
2014
Q2 | $531K | Sell |
|
|||||
|
2014
Q1 | $567K | Buy |
|
|||||
|
2013
Q4 | $486K | Buy |
|
|||||
|
2013
Q3 | $370K | Buy |
|
|||||
|
2013
Q2 | $338K | Buy |
|