CCMG
Clark Capital Management Group’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-744,117
| Closed | -$40.9M | – | 441 |
|
|
2025
Q1 | $40.9M | Sell |
744,117
-20,203
| -3% | -$1.11M | 0.29% | 111 |
|
|
2024
Q4 | $40.4M | Buy |
764,320
+5,607
| +0.7% | +$296K | 0.28% | 115 |
|
|
2024
Q3 | $48.2M | Buy |
758,713
+22,575
| +3% | +$1.43M | 0.33% | 94 |
|
|
2024
Q2 | $39.9M | Buy |
736,138
+16,767
| +2% | +$909K | 0.29% | 98 |
|
|
2024
Q1 | $35.3M | Buy |
719,371
+275,686
| +62% | +$13.5M | 0.26% | 124 |
|
|
2023
Q4 | $21.5M | Buy |
+443,685
| New | +$21.5M | 0.18% | 140 |
|
|
2015
Q4 | – | Sell |
-5,537
| Closed | -$200K | – | 316 |
|
|
2015
Q3 | $200K | Buy |
+5,537
| New | +$200K | 0.02% | 299 |
|
|
2015
Q1 | – | Sell |
-6,179
| Closed | -$208K | – | 338 |
|
|
2014
Q4 | $208K | Buy |
+6,179
| New | +$208K | 0.02% | 298 |
|