Creative Planning’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 | $4.49M | Sell |
81,801
-42
| -0.1% | -$2.31K | ﹤0.01% | 815 |
|
|
2025
Q1 | $4.49M | Buy |
81,843
+10,584
| +15% | +$581K | ﹤0.01% | 751 |
|
|
2024
Q4 | $3.77M | Sell |
71,259
-14,916
| -17% | -$788K | ﹤0.01% | 782 |
|
|
2024
Q3 | $5.48M | Buy |
86,175
+39,990
| +87% | +$2.54M | 0.01% | 610 |
|
|
2024
Q2 | $2.5M | Sell |
46,185
-2,346
| -5% | -$127K | ﹤0.01% | 888 |
|
|
2024
Q1 | $2.38M | Buy |
48,531
+5,321
| +12% | +$261K | ﹤0.01% | 897 |
|
|
2023
Q4 | $2.09M | Buy |
43,210
+1,678
| +4% | +$81.2K | ﹤0.01% | 901 |
|
|
2023
Q3 | $1.79M | Sell |
41,532
-35,694
| -46% | -$1.54M | ﹤0.01% | 897 |
|
|
2023
Q2 | $2.46M | Buy |
77,226
+41,148
| +114% | +$1.31M | ﹤0.01% | 728 |
|
|
2023
Q1 | $1.27M | Buy |
36,078
+2,095
| +6% | +$73.8K | ﹤0.01% | 955 |
|
|
2022
Q4 | $1.24M | Sell |
33,983
-2,141
| -6% | -$78.2K | ﹤0.01% | 937 |
|
|
2022
Q3 | $1.54M | Buy |
36,124
+1,714
| +5% | +$72.9K | ﹤0.01% | 778 |
|
|
2022
Q2 | $1.22M | Buy |
34,410
+2,451
| +8% | +$86.5K | ﹤0.01% | 886 |
|
|
2022
Q1 | $832K | Buy |
31,959
+1,252
| +4% | +$32.6K | ﹤0.01% | 1076 |
|
|
2021
Q4 | $723K | Buy |
30,707
+5,009
| +19% | +$118K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $642K | Buy |
25,698
+2,407
| +10% | +$60.1K | ﹤0.01% | 1163 |
|
|
2021
Q2 | $547K | Sell |
23,291
-13,336
| -36% | -$313K | ﹤0.01% | 1228 |
|
|
2021
Q1 | $798K | Sell |
36,627
-10,972
| -23% | -$239K | ﹤0.01% | 1147 |
|
|
2020
Q4 | $755K | Buy |
47,599
+22,315
| +88% | +$354K | ﹤0.01% | 1075 |
|
|
2020
Q3 | $412K | Buy |
25,284
+9,384
| +59% | +$153K | ﹤0.01% | 1220 |
|
|
2020
Q2 | $227K | Buy |
15,900
+961
| +6% | +$13.7K | ﹤0.01% | 1443 |
|
|
2020
Q1 | $210K | Sell |
14,939
-10,418
| -41% | -$146K | ﹤0.01% | 1356 |
|
|
2019
Q4 | $595K | Buy |
25,357
+14,308
| +129% | +$336K | ﹤0.01% | 1015 |
|
|
2019
Q3 | $261K | Buy |
11,049
+192
| +2% | +$4.54K | ﹤0.01% | 1439 |
|
|
2019
Q2 | $318K | Buy |
+10,857
| New | +$318K | ﹤0.01% | 1326 |
|
|
2019
Q1 | – | Sell |
-8,444
| Closed | -$214K | – | 1872 |
|
|
2018
Q4 | $214K | Buy |
+8,444
| New | +$214K | ﹤0.01% | 1435 |
|
|
2017
Q3 | – | Sell |
-4,805
| Closed | -$149K | – | 2638 |
|
|
2017
Q2 | $149K | Sell |
4,805
-1,556
| -24% | -$48.3K | ﹤0.01% | 1688 |
|
|
2017
Q1 | $148K | Sell |
6,361
-2,126
| -25% | -$49.5K | ﹤0.01% | 1681 |
|
|
2016
Q4 | $195K | Buy |
8,487
+252
| +3% | +$5.79K | ﹤0.01% | 1412 |
|
|
2016
Q3 | $191K | Buy |
8,235
+3,656
| +80% | +$84.8K | ﹤0.01% | 1418 |
|
|
2016
Q2 | $105K | Buy |
4,579
+1,706
| +59% | +$39.1K | ﹤0.01% | 1640 |
|
|
2016
Q1 | $76K | Buy |
2,873
+680
| +31% | +$18K | ﹤0.01% | 1793 |
|
|
2015
Q4 | $73K | Buy |
2,193
+503
| +30% | +$16.7K | ﹤0.01% | 1803 |
|
|
2015
Q3 | $61K | Buy |
+1,690
| New | +$61K | ﹤0.01% | 1889 |
|
|
2015
Q2 | – | Sell |
-1,717
| Closed | -$55K | – | 1836 |
|
|
2015
Q1 | $55K | Sell |
1,717
-374
| -18% | -$12K | ﹤0.01% | 1953 |
|
|
2014
Q4 | $70K | Sell |
2,091
-6,209
| -75% | -$208K | ﹤0.01% | 1755 |
|
|
2014
Q3 | $257K | Buy |
8,300
+4,680
| +129% | +$145K | ﹤0.01% | 937 |
|
|
2014
Q2 | $121K | Buy |
3,620
+1,388
| +62% | +$46.4K | ﹤0.01% | 1311 |
|
|
2014
Q1 | $67K | Buy |
2,232
+3
| +0.1% | +$90 | ﹤0.01% | 1624 |
|
|
2013
Q4 | $65K | Buy |
2,229
+218
| +11% | +$6.36K | ﹤0.01% | 1433 |
|
|
2013
Q3 | $54K | Sell |
2,011
-2,143
| -52% | -$57.5K | ﹤0.01% | 1463 |
|
|
2013
Q2 | $115K | Buy |
+4,154
| New | +$115K | ﹤0.01% | 912 |
|