Campbell & Co Investment Adviser’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 | $4.93M | Buy |
89,888
+66,975
| +292% | +$3.68M | 0.31% | 47 |
|
2025
Q1 | $1.26M | Sell |
22,913
-23,625
| -51% | -$1.3M | 0.1% | 338 |
|
2024
Q4 | $2.46M | Buy |
46,538
+8,696
| +23% | +$459K | 0.19% | 134 |
|
2024
Q3 | $2.4M | Sell |
37,842
-9,097
| -19% | -$578K | 0.18% | 144 |
|
2024
Q2 | $2.55M | Buy |
46,939
+28,349
| +152% | +$1.54M | 0.22% | 108 |
|
2024
Q1 | $913K | Buy |
+18,590
| New | +$913K | 0.08% | 438 |
|
2023
Q3 | – | Sell |
-45,226
| Closed | -$1.44M | – | 1058 |
|
2023
Q2 | $1.44M | Buy |
45,226
+12,043
| +36% | +$384K | 0.26% | 68 |
|
2023
Q1 | $1.17M | Buy |
33,183
+14,741
| +80% | +$520K | 0.22% | 114 |
|
2022
Q4 | $673K | Sell |
18,442
-4,746
| -20% | -$173K | 0.16% | 202 |
|
2022
Q3 | $986K | Buy |
23,188
+1,441
| +7% | +$61.3K | 0.22% | 136 |
|
2022
Q2 | $768K | Buy |
21,747
+5,866
| +37% | +$207K | 0.21% | 142 |
|
2022
Q1 | $414K | Sell |
15,881
-1,600
| -9% | -$41.7K | 0.11% | 350 |
|
2021
Q4 | $412K | Buy |
+17,481
| New | +$412K | 0.14% | 251 |
|
2019
Q4 | – | Sell |
-27,899
| Closed | -$659K | – | 725 |
|
2019
Q3 | $659K | Buy |
27,899
+15,699
| +129% | +$371K | 0.25% | 102 |
|
2019
Q2 | $357K | Buy |
+12,200
| New | +$357K | 0.16% | 245 |
|
2017
Q4 | – | Sell |
-12,433
| Closed | -$329K | – | 447 |
|
2017
Q3 | $329K | Buy |
+12,433
| New | +$329K | 0.27% | 142 |
|
2015
Q2 | – | Sell |
-31,985
| Closed | -$1.03M | – | 189 |
|
2015
Q1 | $1.03M | Buy |
+31,985
| New | +$1.03M | 0.65% | 53 |
|
2013
Q4 | – | Sell |
-305,598
| Closed | -$8.15M | – | 263 |
|
2013
Q3 | $8.15M | Buy |
+305,598
| New | +$8.15M | 1.59% | 1 |
|