Crawford Investment Counsel’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 | $5.54M | Sell |
101,004
-2,674
| -3% | -$147K | 0.1% | 141 |
|
|
2025
Q1 | $5.69M | Buy |
103,678
+2,261
| +2% | +$124K | 0.1% | 144 |
|
|
2024
Q4 | $5.36M | Buy |
101,417
+1,741
| +2% | +$92K | 0.1% | 149 |
|
|
2024
Q3 | $6.33M | Sell |
99,676
-1,101
| -1% | -$70K | 0.11% | 137 |
|
|
2024
Q2 | $5.47M | Sell |
100,777
-8,552
| -8% | -$464K | 0.1% | 133 |
|
|
2024
Q1 | $5.37M | Sell |
109,329
-6,211
| -5% | -$305K | 0.1% | 129 |
|
|
2023
Q4 | $5.59M | Buy |
115,540
+3,516
| +3% | +$170K | 0.11% | 121 |
|
|
2023
Q3 | $4.82M | Buy |
112,024
+89,572
| +399% | +$3.86M | 0.1% | 127 |
|
|
2023
Q2 | $716K | Buy |
22,452
+1,860
| +9% | +$59.3K | 0.01% | 203 |
|
|
2023
Q1 | $726K | Buy |
20,592
+3,570
| +21% | +$126K | 0.02% | 203 |
|
|
2022
Q4 | $621K | Sell |
17,022
-3,148
| -16% | -$115K | 0.01% | 214 |
|
|
2022
Q3 | $858K | Sell |
20,170
-3,945
| -16% | -$168K | 0.02% | 193 |
|
|
2022
Q2 | $852K | Sell |
24,115
-4,750
| -16% | -$168K | 0.02% | 202 |
|
|
2022
Q1 | $752K | Buy |
28,865
+1,725
| +6% | +$44.9K | 0.01% | 210 |
|
|
2021
Q4 | $639K | Hold |
27,140
| – | – | 0.01% | 218 |
|
|
2021
Q3 | $679K | Buy |
27,140
+900
| +3% | +$22.5K | 0.01% | 209 |
|
|
2021
Q2 | $616K | Buy |
+26,240
| New | +$616K | 0.01% | 222 |
|