Capital Fund Management (CFM)’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 | $6.18M | Sell |
112,516
-91,627
| -45% | -$5.03M | 0.02% | 337 |
|
|
2025
Q1 | $11.2M | Buy |
204,143
+171,798
| +531% | +$9.43M | 0.03% | 184 |
|
|
2024
Q4 | $1.71M | Sell |
32,345
-7,686
| -19% | -$406K | ﹤0.01% | 598 |
|
|
2024
Q3 | $2.54M | Buy |
+40,031
| New | +$2.54M | 0.01% | 465 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 842 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 870 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 880 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 800 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 763 |
|
|
2023
Q1 | – | Sell |
-11,824
| Closed | -$432K | – | 712 |
|
|
2022
Q4 | $432K | Buy |
+11,824
| New | +$432K | ﹤0.01% | 492 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 734 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 764 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 729 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 723 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 719 |
|
|
2020
Q4 | – | Sell |
-85,775
| Closed | -$1.4M | – | 716 |
|
|
2020
Q3 | $1.4M | Buy |
+85,775
| New | +$1.4M | 0.02% | 327 |
|
|
2020
Q2 | – | Sell |
-99,154
| Closed | -$1.4M | – | 722 |
|
|
2020
Q1 | $1.4M | Sell |
99,154
-126,376
| -56% | -$1.78M | 0.02% | 322 |
|
|
2019
Q4 | $5.3M | Sell |
225,530
-22,121
| -9% | -$519K | 0.04% | 208 |
|
|
2019
Q3 | $5.85M | Sell |
247,651
-155,766
| -39% | -$3.68M | 0.05% | 172 |
|
|
2019
Q2 | $11.8M | Sell |
403,417
-162,093
| -29% | -$4.75M | 0.11% | 105 |
|
|
2019
Q1 | $13.5M | Buy |
565,510
+132,047
| +30% | +$3.16M | 0.12% | 90 |
|
|
2018
Q4 | $11M | Sell |
433,463
-31,560
| -7% | -$801K | 0.1% | 82 |
|
|
2018
Q3 | $12M | Buy |
465,023
+232,029
| +100% | +$5.97M | 0.07% | 151 |
|
|
2018
Q2 | $5.31M | Buy |
+232,994
| New | +$5.31M | 0.03% | 323 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 978 |
|
|
2017
Q3 | – | Sell |
-246,953
| Closed | -$7.63M | – | 916 |
|
|
2017
Q2 | $7.63M | Buy |
246,953
+233,546
| +1,742% | +$7.22M | 0.06% | 185 |
|
|
2017
Q1 | $312K | Buy |
+13,407
| New | +$312K | ﹤0.01% | 739 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 991 |
|
|
2016
Q3 | – | Sell |
-20,607
| Closed | -$474K | – | 970 |
|
|
2016
Q2 | $474K | Buy |
+20,607
| New | +$474K | ﹤0.01% | 665 |
|
|
2016
Q1 | – | Sell |
-11,684
| Closed | -$389K | – | 962 |
|
|
2015
Q4 | $389K | Sell |
11,684
-69,520
| -86% | -$2.31M | ﹤0.01% | 594 |
|
|
2015
Q3 | $2.94M | Buy |
81,204
+25,406
| +46% | +$920K | 0.03% | 258 |
|
|
2015
Q2 | $1.65M | Buy |
55,798
+33,333
| +148% | +$988K | 0.02% | 326 |
|
|
2015
Q1 | $720K | Sell |
22,465
-22,784
| -50% | -$730K | 0.01% | 409 |
|
|
2014
Q4 | $1.52M | Sell |
45,249
-191,348
| -81% | -$6.44M | 0.02% | 355 |
|
|
2014
Q3 | $7.34M | Buy |
236,597
+199,687
| +541% | +$6.19M | 0.08% | 133 |
|
|
2014
Q2 | $1.24M | Sell |
36,910
-86,647
| -70% | -$2.9M | 0.01% | 407 |
|
|
2014
Q1 | $3.73M | Sell |
123,557
-537,051
| -81% | -$16.2M | 0.05% | 223 |
|
|
2013
Q4 | $19.2M | Buy |
660,608
+29,019
| +5% | +$843K | 0.24% | 43 |
|
|
2013
Q3 | $16.8M | Buy |
631,589
+39,691
| +7% | +$1.06M | 0.23% | 50 |
|
|
2013
Q2 | $16.4M | Buy |
+591,898
| New | +$16.4M | 0.25% | 51 |
|