Commonwealth Equity Services’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 | $2.21M | Buy |
40,313
+3,109
| +8% | +$171K | ﹤0.01% | 1901 |
|
|
2025
Q1 | $2.04M | Buy |
37,204
+1,198
| +3% | +$65.8K | ﹤0.01% | 1898 |
|
|
2024
Q4 | $1.9M | Buy |
36,006
+10,113
| +39% | +$534K | ﹤0.01% | 1908 |
|
|
2024
Q3 | $1.65M | Sell |
25,893
-787
| -3% | -$50K | ﹤0.01% | 1948 |
|
|
2024
Q2 | $1.45M | Buy |
26,680
+8,671
| +48% | +$470K | ﹤0.01% | 2002 |
|
|
2024
Q1 | $884K | Sell |
18,009
-36
| -0.2% | -$1.77K | ﹤0.01% | 2348 |
|
|
2023
Q4 | $873K | Sell |
18,045
-9,497
| -34% | -$459K | ﹤0.01% | 2270 |
|
|
2023
Q3 | $1.19M | Sell |
27,542
-20,926
| -43% | -$901K | ﹤0.01% | 1956 |
|
|
2023
Q2 | $1.55M | Buy |
48,468
+19,114
| +65% | +$609K | ﹤0.01% | 1791 |
|
|
2023
Q1 | $1.03K | Buy |
29,354
+18,511
| +171% | +$652 | ﹤0.01% | 2018 |
|
|
2022
Q4 | $395K | Sell |
10,843
-3,967
| -27% | -$145K | ﹤0.01% | 2657 |
|
|
2022
Q3 | $630K | Buy |
14,810
+699
| +5% | +$29.7K | ﹤0.01% | 2230 |
|
|
2022
Q2 | $498K | Sell |
14,111
-33,368
| -70% | -$1.18M | ﹤0.01% | 2402 |
|
|
2022
Q1 | $1.24M | Sell |
47,479
-4,911
| -9% | -$128K | ﹤0.01% | 1839 |
|
|
2021
Q4 | $1.23M | Buy |
52,390
+2,984
| +6% | +$70.3K | ﹤0.01% | 1835 |
|
|
2021
Q3 | $1.24M | Sell |
49,406
-5,539
| -10% | -$138K | ﹤0.01% | 1769 |
|
|
2021
Q2 | $1.29M | Sell |
54,945
-3,501
| -6% | -$82.2K | ﹤0.01% | 1735 |
|
|
2021
Q1 | $1.27M | Buy |
58,446
+7,367
| +14% | +$161K | ﹤0.01% | 1627 |
|
|
2020
Q4 | $810K | Buy |
51,079
+36,557
| +252% | +$580K | ﹤0.01% | 1798 |
|
|
2020
Q3 | $236K | Sell |
14,522
-98
| -0.7% | -$1.59K | ﹤0.01% | 2565 |
|
|
2020
Q2 | $208K | Sell |
14,620
-4,740
| -24% | -$67.4K | ﹤0.01% | 2563 |
|
|
2020
Q1 | $272K | Sell |
19,360
-5,944
| -23% | -$83.5K | ﹤0.01% | 2134 |
|
|
2019
Q4 | $594K | Buy |
25,304
+3,925
| +18% | +$92.1K | ﹤0.01% | 1767 |
|
|
2019
Q3 | $504K | Sell |
21,379
-2,780
| -12% | -$65.5K | ﹤0.01% | 1817 |
|
|
2019
Q2 | $707K | Buy |
24,159
+1,094
| +5% | +$32K | ﹤0.01% | 1562 |
|
|
2019
Q1 | $552K | Buy |
23,065
+5,996
| +35% | +$143K | ﹤0.01% | 1685 |
|
|
2018
Q4 | $433K | Sell |
17,069
-3,766
| -18% | -$95.5K | ﹤0.01% | 1742 |
|
|
2018
Q3 | $536K | Sell |
20,835
-621
| -3% | -$16K | ﹤0.01% | 1752 |
|
|
2018
Q2 | $489K | Sell |
21,456
-2,338
| -10% | -$53.3K | ﹤0.01% | 1767 |
|
|
2018
Q1 | $604K | Buy |
23,794
+7,400
| +45% | +$188K | ﹤0.01% | 1585 |
|
|
2017
Q4 | $430K | Buy |
16,394
+7,366
| +82% | +$193K | ﹤0.01% | 1789 |
|
|
2017
Q3 | $239K | Sell |
9,028
-3,243
| -26% | -$85.9K | ﹤0.01% | 2129 |
|
|
2017
Q2 | $379K | Sell |
12,271
-6,617
| -35% | -$204K | ﹤0.01% | 1752 |
|
|
2017
Q1 | $439K | Buy |
18,888
+6,678
| +55% | +$155K | ﹤0.01% | 1585 |
|
|
2016
Q4 | $281K | Sell |
12,210
-2,792
| -19% | -$64.3K | ﹤0.01% | 1814 |
|
|
2016
Q3 | $347K | Buy |
15,002
+61
| +0.4% | +$1.41K | ﹤0.01% | 1611 |
|
|
2016
Q2 | $344K | Sell |
14,941
-1,859
| -11% | -$42.8K | ﹤0.01% | 1577 |
|
|
2016
Q1 | $444K | Sell |
16,800
-104
| -0.6% | -$2.75K | ﹤0.01% | 1388 |
|
|
2015
Q4 | $563K | Buy |
16,904
+1,223
| +8% | +$40.7K | 0.01% | 1219 |
|
|
2015
Q3 | $568K | Buy |
15,681
+692
| +5% | +$25.1K | 0.01% | 1179 |
|
|
2015
Q2 | $444K | Buy |
14,989
+137
| +0.9% | +$4.06K | ﹤0.01% | 1396 |
|
|
2015
Q1 | $476K | Buy |
14,852
+1,166
| +9% | +$37.4K | ﹤0.01% | 1347 |
|
|
2014
Q4 | $461K | Buy |
13,686
+96
| +0.7% | +$3.23K | 0.01% | 1323 |
|
|
2014
Q3 | $421K | Buy |
13,590
+108
| +0.8% | +$3.35K | 0.01% | 1357 |
|
|
2014
Q2 | $452K | Buy |
13,482
+843
| +7% | +$28.3K | 0.01% | 1299 |
|
|
2014
Q1 | $382K | Buy |
12,639
+206
| +2% | +$6.23K | 0.01% | 1332 |
|
|
2013
Q4 | $361K | Buy |
12,433
+66
| +0.5% | +$1.92K | 0.01% | 1323 |
|
|
2013
Q3 | $330K | Sell |
12,367
-2,336
| -16% | -$62.3K | 0.01% | 1307 |
|
|
2013
Q2 | $408K | Buy |
+14,703
| New | +$408K | 0.01% | 1126 |
|