Citadel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $101M | Buy |
3,183,175
+1,584,227
| +99% | +$55.2M | 0.07% | 803 |
|
|
2025
Q4 | $69.7M | Buy |
1,598,948
+202,769
| +15% | +$9.48M | 0.05% | 1126 |
|
|
2025
Q3 | $70.6M | Sell |
1,396,179
-438,238
| -24% | -$23.2M | 0.06% | 1097 |
|
|
2025
Q2 | $101M | Buy |
1,834,417
+1,195,527
| +187% | +$69M | 0.09% | 765 |
|
|
2025
Q1 | $35.1M | Buy |
638,890
+132,249
| +26% | +$7.07M | 0.03% | 1451 |
|
|
2024
Q4 | $26.8M | Buy |
506,641
+276,742
| +120% | +$16.3M | 0.02% | 1858 |
|
|
2024
Q3 | $14.6M | Sell |
229,899
-576,370
| -71% | -$34.4M | 0.02% | 2409 |
|
|
2024
Q2 | $43.7M | Sell |
806,269
-700,768
| -46% | -$34.9M | 0.04% | 1260 |
|
|
2024
Q1 | $74M | Buy |
1,507,037
+729,371
| +94% | +$34.7M | 0.07% | 931 |
|
|
2023
Q4 | $37.6M | Sell |
777,666
-1,262,349
| -62% | -$56.3M | 0.04% | 1407 |
|
|
2023
Q3 | $87.8M | Buy |
2,040,015
+111,545
| +6% | +$4.12M | 0.1% | 702 |
|
|
2023
Q2 | $61.5M | Buy |
1,928,470
+1,092,578
| +131% | +$35.3M | 0.07% | 901 |
|
|
2023
Q1 | $29.5M | Buy |
835,892
+816,656
| +4,245% | +$30.2M | 0.03% | 1549 |
|
|
2022
Q4 | $702K | Buy |
+19,236
| New | +$782K | ﹤0.01% | 7536 |
|
|
2022
Q3 | – | Sell |
-698,824
| Closed | -$29.6M | – | 13143 |
|
|
2022
Q2 | $24.7M | Buy |
698,824
+373,670
| +115% | +$11.5M | 0.03% | 1637 |
|
|
2022
Q1 | $8.47M | Buy |
325,154
+84,609
| +35% | +$2.05M | 0.01% | 3236 |
|
|
2021
Q4 | $5.67M | Sell |
240,545
-7,553
| -3% | -$183K | 0.01% | 4080 |
|
|
2021
Q3 | $6.2M | Sell |
248,098
-618,405
| -71% | -$15.4M | 0.01% | 3904 |
|
|
2021
Q2 | $20.3M | Buy |
866,503
+591,797
| +215% | +$14M | 0.02% | 2064 |
|
|
2021
Q1 | $5.99M | Sell |
274,706
-1,779,100
| -87% | -$33.6M | 0.01% | 3872 |
|
|
2020
Q4 | $32.6M | Buy |
2,053,806
+745,883
| +57% | +$12.9M | 0.04% | 1316 |
|
|
2020
Q3 | $21.3M | Buy |
1,307,923
+873,200
| +201% | +$12.8M | 0.03% | 1516 |
|
|
2020
Q2 | $6.21M | Sell |
434,723
-552,977
| -56% | -$8.74M | 0.01% | 2782 |
|
|
2020
Q1 | $13.9M | Sell |
987,700
-1,887,128
| -66% | -$39.5M | 0.02% | 1537 |
|
|
2019
Q4 | $67.5M | Buy |
2,874,828
+1,717,972
| +149% | +$41.2M | 0.08% | 600 |
|
|
2019
Q3 | $27.3M | Buy |
1,156,856
+941,999
| +438% | +$24.9M | 0.03% | 1214 |
|
|
2019
Q2 | $6.29M | Sell |
214,857
-734,697
| -77% | -$19.7M | 0.01% | 2766 |
|
|
2019
Q1 | $22.7M | Buy |
949,554
+688,292
| +263% | +$16.9M | 0.03% | 1224 |
|
|
2018
Q4 | $6.63M | Sell |
261,262
-402,666
| -61% | -$10.7M | 0.01% | 2407 |
|
|
2018
Q3 | $17.1M | Sell |
663,928
-496,929
| -43% | -$12.6M | 0.02% | 1540 |
|
|
2018
Q2 | $26.4M | Sell |
1,160,857
-358,449
| -24% | -$9.51M | 0.03% | 1093 |
|
|
2018
Q1 | $38.6M | Buy |
1,519,306
+928,441
| +157% | +$24.4M | 0.06% | 721 |
|
|
2017
Q4 | $15.5M | Sell |
590,865
-71,839
| -11% | -$1.86M | 0.02% | 1345 |
|
|
2017
Q3 | $17.5M | Buy |
662,704
+402,801
| +155% | +$11.7M | 0.03% | 1161 |
|
|
2017
Q2 | $8.03M | Sell |
259,903
-2,310,533
| -90% | -$60.6M | 0.01% | 1635 |
|
|
2017
Q1 | $59.8M | Buy |
2,570,436
+1,830,307
| +247% | +$40.9M | 0.11% | 366 |
|
|
2016
Q4 | $17M | Buy |
740,129
+523,573
| +242% | +$12M | 0.04% | 974 |
|
|
2016
Q3 | $5.01M | Sell |
216,556
-919,257
| -81% | -$21.5M | 0.01% | 1986 |
|
|
2016
Q2 | $26.1M | Buy |
1,135,813
+149,019
| +15% | +$3.31M | 0.06% | 622 |
|
|
2016
Q1 | $26.1M | Buy |
986,794
+662,118
| +204% | +$20.8M | 0.07% | 596 |
|
|
2015
Q4 | $10.8M | Sell |
324,676
-331,303
| -51% | -$11.8M | 0.02% | 1220 |
|
|
2015
Q3 | $23.7M | Buy |
655,979
+200,441
| +44% | +$6.79M | 0.04% | 795 |
|
|
2015
Q2 | $13.5M | Buy |
455,538
+279,288
| +158% | +$8.76M | 0.02% | 1267 |
|
|
2015
Q1 | $5.65M | Buy |
176,250
+135,029
| +328% | +$4.52M | 0.01% | 1908 |
|
|
2014
Q4 | $1.39M | Sell |
41,221
-15,270
| -27% | -$489K | ﹤0.01% | 3353 |
|
|
2014
Q3 | $1.75M | Sell |
56,491
-305,813
| -84% | -$9.97M | ﹤0.01% | 2998 |
|
|
2014
Q2 | $12.1M | Sell |
362,304
-586,501
| -62% | -$17.5M | 0.02% | 1119 |
|
|
2014
Q1 | $28.6M | Buy |
948,805
+520,709
| +122% | +$15.6M | 0.06% | 625 |
|
|
2013
Q4 | $12.4M | Buy |
428,096
+237,349
| +124% | +$6.74M | 0.03% | 1079 |
|
|
2013
Q3 | $5.08M | Buy |
190,747
+59,976
| +46% | +$1.75M | 0.01% | 1581 |
|
|
2013
Q2 | $3.63M | Buy |
+130,771
| New | +$3.73M | 0.01% | 1868 |
|
Other funds holding HRB
VPM
VCM
