Citigroup’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 | $1.51M | Sell |
27,566
-13,137
| -32% | -$721K | ﹤0.01% | 2259 |
|
|
2025
Q1 | $2.24M | Sell |
40,703
-27,207
| -40% | -$1.49M | ﹤0.01% | 1993 |
|
|
2024
Q4 | $3.59M | Buy |
67,910
+33,723
| +99% | +$1.78M | ﹤0.01% | 1690 |
|
|
2024
Q3 | $2.17M | Sell |
34,187
-5,892
| -15% | -$374K | ﹤0.01% | 1973 |
|
|
2024
Q2 | $2.17M | Buy |
40,079
+4,432
| +12% | +$240K | ﹤0.01% | 1705 |
|
|
2024
Q1 | $1.75M | Sell |
35,647
-14,702
| -29% | -$722K | ﹤0.01% | 1930 |
|
|
2023
Q4 | $2.44M | Sell |
50,349
-55,300
| -52% | -$2.67M | ﹤0.01% | 1505 |
|
|
2023
Q3 | $4.55M | Sell |
105,649
-21,502
| -17% | -$926K | ﹤0.01% | 1081 |
|
|
2023
Q2 | $4.05M | Buy |
127,151
+20,872
| +20% | +$665K | ﹤0.01% | 1212 |
|
|
2023
Q1 | $3.75M | Sell |
106,279
-6,611
| -6% | -$233K | ﹤0.01% | 1239 |
|
|
2022
Q4 | $4.12M | Sell |
112,890
-4,020
| -3% | -$147K | ﹤0.01% | 1133 |
|
|
2022
Q3 | $4.97M | Sell |
116,910
-94,096
| -45% | -$4M | ﹤0.01% | 1137 |
|
|
2022
Q2 | $7.45M | Buy |
211,006
+172,961
| +455% | +$6.11M | 0.01% | 935 |
|
|
2022
Q1 | $991K | Sell |
38,045
-21,313
| -36% | -$555K | ﹤0.01% | 2346 |
|
|
2021
Q4 | $1.4M | Sell |
59,358
-179,083
| -75% | -$4.22M | ﹤0.01% | 2247 |
|
|
2021
Q3 | $5.96M | Sell |
238,441
-60,956
| -20% | -$1.52M | ﹤0.01% | 1202 |
|
|
2021
Q2 | $7.03M | Buy |
299,397
+45,374
| +18% | +$1.07M | ﹤0.01% | 1221 |
|
|
2021
Q1 | $5.54M | Sell |
254,023
-8,777
| -3% | -$191K | ﹤0.01% | 1283 |
|
|
2020
Q4 | $4.17M | Sell |
262,800
-22,465
| -8% | -$356K | ﹤0.01% | 1328 |
|
|
2020
Q3 | $4.65M | Buy |
285,265
+50,785
| +22% | +$827K | ﹤0.01% | 1140 |
|
|
2020
Q2 | $3.35M | Sell |
234,480
-132,374
| -36% | -$1.89M | ﹤0.01% | 1290 |
|
|
2020
Q1 | $5.17M | Buy |
366,854
+108,403
| +42% | +$1.53M | ﹤0.01% | 920 |
|
|
2019
Q4 | $6.07M | Sell |
258,451
-37,427
| -13% | -$879K | ﹤0.01% | 1063 |
|
|
2019
Q3 | $6.99M | Sell |
295,878
-201,886
| -41% | -$4.77M | 0.01% | 939 |
|
|
2019
Q2 | $14.6M | Buy |
497,764
+138,834
| +39% | +$4.07M | 0.01% | 665 |
|
|
2019
Q1 | $8.59M | Buy |
358,930
+45,408
| +14% | +$1.09M | 0.01% | 779 |
|
|
2018
Q4 | $7.95M | Sell |
313,522
-14,752
| -4% | -$374K | 0.01% | 794 |
|
|
2018
Q3 | $8.45M | Sell |
328,274
-135,931
| -29% | -$3.5M | 0.01% | 768 |
|
|
2018
Q2 | $10.6M | Buy |
464,205
+288,351
| +164% | +$6.57M | 0.01% | 710 |
|
|
2018
Q1 | $4.47M | Buy |
175,854
+29,993
| +21% | +$762K | ﹤0.01% | 1030 |
|
|
2017
Q4 | $3.82M | Sell |
145,861
-26,841
| -16% | -$704K | ﹤0.01% | 1115 |
|
|
2017
Q3 | $4.57M | Sell |
172,702
-6,936
| -4% | -$184K | ﹤0.01% | 1015 |
|
|
2017
Q2 | $5.55M | Sell |
179,638
-167,012
| -48% | -$5.16M | 0.01% | 900 |
|
|
2017
Q1 | $8.06M | Buy |
346,650
+9,584
| +3% | +$223K | 0.01% | 704 |
|
|
2016
Q4 | $7.75M | Buy |
337,066
+112,150
| +50% | +$2.58M | 0.01% | 759 |
|
|
2016
Q3 | $5.21M | Buy |
224,916
+136,652
| +155% | +$3.16M | ﹤0.01% | 863 |
|
|
2016
Q2 | $2.03M | Sell |
88,264
-36,614
| -29% | -$843K | ﹤0.01% | 1243 |
|
|
2016
Q1 | $3.3M | Buy |
124,878
+30,323
| +32% | +$801K | ﹤0.01% | 1068 |
|
|
2015
Q4 | $3.15M | Sell |
94,555
-2,607,384
| -97% | -$86.9M | ﹤0.01% | 1131 |
|
|
2015
Q3 | $97.8M | Buy |
2,701,939
+2,558,156
| +1,779% | +$92.6M | 0.09% | 82 |
|
|
2015
Q2 | $4.26M | Sell |
143,783
-44,236
| -24% | -$1.31M | ﹤0.01% | 944 |
|
|
2015
Q1 | $6.03M | Buy |
188,019
+55,621
| +42% | +$1.78M | 0.01% | 798 |
|
|
2014
Q4 | $4.46M | Sell |
132,398
-71,321
| -35% | -$2.4M | ﹤0.01% | 884 |
|
|
2014
Q3 | $6.32M | Buy |
203,719
+34,405
| +20% | +$1.07M | 0.01% | 770 |
|
|
2014
Q2 | $5.68M | Sell |
169,314
-15,267
| -8% | -$512K | 0.01% | 831 |
|
|
2014
Q1 | $5.57M | Sell |
184,581
-58,973
| -24% | -$1.78M | 0.01% | 809 |
|
|
2013
Q4 | $7.07M | Sell |
243,554
-113,013
| -32% | -$3.28M | 0.01% | 733 |
|
|
2013
Q3 | $9.51M | Sell |
356,567
-20,544
| -5% | -$548K | 0.01% | 614 |
|
|
2013
Q2 | $10.5M | Buy |
+377,111
| New | +$10.5M | 0.01% | 559 |
|