Clark Capital Management Group’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
2025
Q2
Sell
2025
Q1
$40.9M Sell
2024
Q4
$40.4M Buy
2024
Q3
$48.2M Buy
2024
Q2
$39.9M Buy
2024
Q1
$35.3M Buy
2023
Q4
$21.5M Buy
2015
Q4
Sell
2015
Q3
$200K Buy
2015
Q1
Sell
2014
Q4
$208K Buy