DZ Bank’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 | $1.12M | Buy |
20,476
+2,534
| +14% | +$139K | ﹤0.01% | 647 |
|
|
2025
Q1 | $985K | Buy |
+17,942
| New | +$985K | ﹤0.01% | 656 |
|
|
2023
Q3 | – | Sell |
-23,782
| Closed | -$758K | – | 1091 |
|
|
2023
Q2 | $758K | Sell |
23,782
-111,026
| -82% | -$3.54M | ﹤0.01% | 706 |
|
|
2023
Q1 | $4.75M | Sell |
134,808
-124,768
| -48% | -$4.4M | 0.01% | 444 |
|
|
2022
Q4 | $9.48M | Buy |
259,576
+11,904
| +5% | +$435K | 0.02% | 336 |
|
|
2022
Q3 | $10.5M | Buy |
+247,672
| New | +$10.5M | 0.02% | 286 |
|
|
2020
Q2 | – | Sell |
-74,616
| Closed | -$1.05M | – | 896 |
|
|
2020
Q1 | $1.05M | Buy |
74,616
+361
| +0.5% | +$5.08K | ﹤0.01% | 487 |
|
|
2019
Q4 | $1.74M | Sell |
74,255
-134,979
| -65% | -$3.17M | ﹤0.01% | 466 |
|
|
2019
Q3 | $4.94M | Sell |
209,234
-1,114,439
| -84% | -$26.3M | 0.01% | 345 |
|
|
2019
Q2 | $38.8M | Hold |
1,323,673
| – | – | 0.12% | 121 |
|
|
2019
Q1 | $31.7M | Sell |
1,323,673
-26,828
| -2% | -$642K | 0.1% | 134 |
|
|
2018
Q4 | $34.1M | Sell |
1,350,501
-42,440
| -3% | -$1.07M | 0.13% | 128 |
|
|
2018
Q3 | $35.9M | Buy |
1,392,941
+377,798
| +37% | +$9.73M | 0.13% | 153 |
|
|
2018
Q2 | $23.1M | Sell |
1,015,143
-26,493
| -3% | -$603K | 0.09% | 184 |
|
|
2018
Q1 | $26.5M | Buy |
1,041,636
+935,980
| +886% | +$23.8M | 0.1% | 180 |
|
|
2017
Q4 | $2.77M | Buy |
105,656
+6,377
| +6% | +$167K | 0.01% | 436 |
|
|
2017
Q3 | $2.63M | Hold |
99,279
| – | – | 0.01% | 445 |
|
|
2017
Q2 | $3.07M | Buy |
99,279
+32,295
| +48% | +$998K | 0.01% | 409 |
|
|
2017
Q1 | $1.56M | Buy |
66,984
+15,506
| +30% | +$360K | 0.01% | 489 |
|
|
2016
Q4 | $1.18M | Buy |
+51,478
| New | +$1.18M | 0.01% | 506 |
|