Crossmark Global Holdings’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 | $6.65M | Sell |
121,071
-5,415
| -4% | -$297K | 0.11% | 214 |
|
|
2025
Q1 | $6.95M | Buy |
126,486
+19,411
| +18% | +$1.07M | 0.12% | 200 |
|
|
2024
Q4 | $5.66M | Buy |
107,075
+3,280
| +3% | +$173K | 0.1% | 214 |
|
|
2024
Q3 | $6.6M | Sell |
103,795
-12,734
| -11% | -$809K | 0.12% | 207 |
|
|
2024
Q2 | $6.32M | Buy |
116,529
+5,069
| +5% | +$275K | 0.12% | 197 |
|
|
2024
Q1 | $5.47M | Buy |
111,460
+15,482
| +16% | +$760K | 0.1% | 217 |
|
|
2023
Q4 | $4.64M | Buy |
95,978
+25,118
| +35% | +$1.22M | 0.1% | 231 |
|
|
2023
Q3 | $3.02M | Buy |
70,860
+56,745
| +402% | +$2.42M | 0.07% | 293 |
|
|
2023
Q2 | $477K | Sell |
14,115
-69,207
| -83% | -$2.34M | 0.01% | 878 |
|
|
2023
Q1 | $2.94M | Sell |
83,322
-9,140
| -10% | -$322K | 0.07% | 312 |
|
|
2022
Q4 | $3.38M | Buy |
92,462
+6,148
| +7% | +$224K | 0.08% | 266 |
|
|
2022
Q3 | $3.67M | Sell |
86,314
-13,200
| -13% | -$562K | 0.1% | 227 |
|
|
2022
Q2 | $3.52M | Buy |
99,514
+76,430
| +331% | +$2.7M | 0.09% | 251 |
|
|
2022
Q1 | $601K | Sell |
23,084
-73,030
| -76% | -$1.9M | 0.01% | 831 |
|
|
2021
Q4 | $2.26M | Buy |
96,114
+77,300
| +411% | +$1.82M | 0.05% | 372 |
|
|
2021
Q3 | $470K | Buy |
18,814
+20
| +0.1% | +$500 | 0.01% | 956 |
|
|
2021
Q2 | $441K | Buy |
18,794
+4,400
| +31% | +$103K | 0.01% | 992 |
|
|
2021
Q1 | $314K | Sell |
14,394
-1,060
| -7% | -$23.1K | 0.01% | 1143 |
|
|
2020
Q4 | $245K | Buy |
15,454
+4,440
| +40% | +$70.4K | 0.01% | 1207 |
|
|
2020
Q3 | $179K | Sell |
11,014
-3,520
| -24% | -$57.2K | 0.01% | 1251 |
|
|
2020
Q2 | $208K | Buy |
14,534
+265
| +2% | +$3.79K | 0.01% | 1217 |
|
|
2020
Q1 | $201K | Buy |
14,269
+716
| +5% | +$10.1K | 0.01% | 1061 |
|
|
2019
Q4 | $318K | Sell |
13,553
-20
| -0.1% | -$469 | 0.01% | 1083 |
|
|
2019
Q3 | $321K | Sell |
13,573
-880
| -6% | -$20.8K | 0.01% | 1030 |
|
|
2019
Q2 | $423K | Sell |
14,453
-169
| -1% | -$4.95K | 0.01% | 897 |
|
|
2019
Q1 | $350K | Buy |
14,622
+90
| +0.6% | +$2.15K | 0.01% | 1034 |
|
|
2018
Q4 | $369K | Sell |
14,532
-2,687
| -16% | -$68.2K | 0.01% | 930 |
|
|
2018
Q3 | $443K | Buy |
17,219
+15
| +0.1% | +$386 | 0.01% | 1037 |
|
|
2018
Q2 | $392K | Sell |
17,204
-830
| -5% | -$18.9K | 0.01% | 1119 |
|
|
2018
Q1 | $458K | Sell |
18,034
-1,709
| -9% | -$43.4K | 0.01% | 972 |
|
|
2017
Q4 | $518K | Buy |
19,743
+311
| +2% | +$8.16K | 0.01% | 972 |
|
|
2017
Q3 | $515K | Buy |
+19,432
| New | +$515K | 0.01% | 939 |
|
|
2016
Q3 | $515K | Buy |
+19,432
| New | +$515K | 0.01% | 939 |
|