D.A. Davidson & Co’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $229K | Buy |
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|
2025
Q2 | $238K | Buy |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $564K | Sell |
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $517K | Buy |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $2.52M | Sell |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $37K | Sell |
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|
2017
Q1 | $487K | Buy |
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|
2016
Q4 | $418K | Buy |
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|
2016
Q3 | $14K | Buy |
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|
2016
Q2 | $9K | Sell |
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|
2016
Q1 | $272K | Sell |
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|
2015
Q4 | $937K | Sell |
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|
2015
Q3 | $1.2M | Buy |
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|
2015
Q2 | $736K | Sell |
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|
2015
Q1 | $829K | Buy |
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|
2014
Q4 | $428K | Buy |
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|
2014
Q3 | $362K | Buy |
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|
2014
Q2 | $213K | Buy |
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|
2014
Q1 | $25K | Sell |
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|
2013
Q4 | $37K | Buy |
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|
2013
Q3 | $31K | Sell |
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|
2013
Q2 | $32K | Buy |
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