Cambridge Investment Research Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
19,327
+2,999
| +18% | +$165K | ﹤0.01% | 1897 |
|
|
2025
Q1 | $897K | Buy |
16,328
+1,100
| +7% | +$60.4K | ﹤0.01% | 1952 |
|
|
2024
Q4 | $805K | Sell |
15,228
-4,256
| -22% | -$225K | ﹤0.01% | 2035 |
|
|
2024
Q3 | $1.24M | Buy |
19,484
+3,313
| +20% | +$211K | ﹤0.01% | 1706 |
|
|
2024
Q2 | $877K | Buy |
16,171
+36
| +0.2% | +$1.95K | ﹤0.01% | 1866 |
|
|
2024
Q1 | $792K | Buy |
16,135
+347
| +2% | +$17K | ﹤0.01% | 1894 |
|
|
2023
Q4 | $764K | Sell |
15,788
-8,020
| -34% | -$388K | ﹤0.01% | 1835 |
|
|
2023
Q3 | $1.03M | Buy |
23,808
+5,218
| +28% | +$225K | ﹤0.01% | 1563 |
|
|
2023
Q2 | $592K | Sell |
18,590
-314
| -2% | -$10K | ﹤0.01% | 2002 |
|
|
2023
Q1 | $666K | Sell |
18,904
-1,399
| -7% | -$49.3K | ﹤0.01% | 1884 |
|
|
2022
Q4 | $741K | Buy |
20,303
+2,180
| +12% | +$79.6K | ﹤0.01% | 1725 |
|
|
2022
Q3 | $771K | Buy |
18,123
+684
| +4% | +$29.1K | ﹤0.01% | 1649 |
|
|
2022
Q2 | $616K | Sell |
17,439
-99
| -0.6% | -$3.5K | ﹤0.01% | 1802 |
|
|
2022
Q1 | $457K | Sell |
17,538
-1,219
| -6% | -$31.8K | ﹤0.01% | 2185 |
|
|
2021
Q4 | $442K | Buy |
18,757
+5,334
| +40% | +$126K | ﹤0.01% | 2207 |
|
|
2021
Q3 | $336K | Sell |
13,423
-3,173
| -19% | -$79.4K | ﹤0.01% | 2370 |
|
|
2021
Q2 | $390K | Sell |
16,596
-742
| -4% | -$17.4K | ﹤0.01% | 2261 |
|
|
2021
Q1 | $378K | Buy |
17,338
+1,511
| +10% | +$32.9K | ﹤0.01% | 2117 |
|
|
2020
Q4 | $251K | Sell |
15,827
-17,607
| -53% | -$279K | ﹤0.01% | 2285 |
|
|
2020
Q3 | $545K | Buy |
33,434
+3,076
| +10% | +$50.1K | ﹤0.01% | 1554 |
|
|
2020
Q2 | $434K | Buy |
30,358
+6,637
| +28% | +$94.9K | ﹤0.01% | 1637 |
|
|
2020
Q1 | $334K | Buy |
23,721
+10,682
| +82% | +$150K | ﹤0.01% | 1609 |
|
|
2019
Q4 | $306K | Buy |
13,039
+1,135
| +10% | +$26.6K | ﹤0.01% | 1900 |
|
|
2019
Q3 | $281K | Sell |
11,904
-153
| -1% | -$3.61K | ﹤0.01% | 1868 |
|
|
2019
Q2 | $353K | Sell |
12,057
-461
| -4% | -$13.5K | ﹤0.01% | 1649 |
|
|
2019
Q1 | $300K | Buy |
12,518
+3,472
| +38% | +$83.2K | ﹤0.01% | 1804 |
|
|
2018
Q4 | $230K | Sell |
9,046
-100
| -1% | -$2.54K | ﹤0.01% | 1835 |
|
|
2018
Q3 | $236K | Buy |
9,146
+58
| +0.6% | +$1.5K | ﹤0.01% | 1952 |
|
|
2018
Q2 | $207K | Sell |
9,088
-1,279
| -12% | -$29.1K | ﹤0.01% | 1997 |
|
|
2018
Q1 | $263K | Buy |
+10,367
| New | +$263K | ﹤0.01% | 1766 |
|
|
2017
Q4 | – | Sell |
-11,728
| Closed | -$311K | – | 2126 |
|
|
2017
Q3 | $311K | Buy |
11,728
+1,934
| +20% | +$51.3K | ﹤0.01% | 1528 |
|
|
2017
Q2 | $303K | Buy |
+9,794
| New | +$303K | ﹤0.01% | 1503 |
|
|
2016
Q4 | – | Sell |
-9,369
| Closed | -$217K | – | 1768 |
|
|
2016
Q3 | $217K | Buy |
+9,369
| New | +$217K | ﹤0.01% | 1503 |
|
|
2016
Q1 | – | Sell |
-17,443
| Closed | -$581K | – | 1624 |
|
|
2015
Q4 | $581K | Buy |
+17,443
| New | +$581K | 0.01% | 792 |
|
|
2015
Q3 | – | Sell |
-17,991
| Closed | -$533K | – | 1527 |
|
|
2015
Q2 | $533K | Buy |
17,991
+1,714
| +11% | +$50.8K | 0.01% | 778 |
|
|
2015
Q1 | $522K | Sell |
16,277
-45
| -0.3% | -$1.44K | 0.01% | 776 |
|
|
2014
Q4 | $550K | Sell |
16,322
-203
| -1% | -$6.84K | 0.02% | 733 |
|
|
2014
Q3 | $512K | Buy |
16,525
+671
| +4% | +$20.8K | 0.02% | 817 |
|
|
2014
Q2 | $531K | Sell |
15,854
-2,935
| -16% | -$98.3K | 0.02% | 724 |
|
|
2014
Q1 | $567K | Buy |
18,789
+2,070
| +12% | +$62.5K | 0.02% | 657 |
|
|
2013
Q4 | $486K | Buy |
16,719
+2,853
| +21% | +$82.9K | 0.02% | 665 |
|
|
2013
Q3 | $370K | Buy |
13,866
+1,690
| +14% | +$45.1K | 0.02% | 749 |
|
|
2013
Q2 | $338K | Buy |
+12,176
| New | +$338K | 0.02% | 707 |
|