Federated Hermes’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 | $11.7M | Buy |
213,993
+121,131
| +130% | +$6.65M | 0.02% | 535 |
|
|
2025
Q1 | $5.1M | Buy |
92,862
+2,944
| +3% | +$162K | 0.01% | 717 |
|
|
2024
Q4 | $4.75M | Buy |
89,918
+73,327
| +442% | +$3.87M | 0.01% | 727 |
|
|
2024
Q3 | $1.05M | Sell |
16,591
-730
| -4% | -$46.4K | ﹤0.01% | 1101 |
|
|
2024
Q2 | $939K | Sell |
17,321
-1,185
| -6% | -$64.3K | ﹤0.01% | 1128 |
|
|
2024
Q1 | $909K | Sell |
18,506
-1,440
| -7% | -$70.7K | ﹤0.01% | 1161 |
|
|
2023
Q4 | $965K | Buy |
19,946
+559
| +3% | +$27K | ﹤0.01% | 1144 |
|
|
2023
Q3 | $835K | Sell |
19,387
-8,612
| -31% | -$371K | ﹤0.01% | 1180 |
|
|
2023
Q2 | $892K | Sell |
27,999
-61,570
| -69% | -$1.96M | ﹤0.01% | 1173 |
|
|
2023
Q1 | $3.16M | Sell |
89,569
-1,364
| -2% | -$48.1K | 0.01% | 814 |
|
|
2022
Q4 | $3.32M | Buy |
90,933
+63,338
| +230% | +$2.31M | 0.01% | 774 |
|
|
2022
Q3 | $1.17M | Buy |
27,595
+578
| +2% | +$24.6K | ﹤0.01% | 1073 |
|
|
2022
Q2 | $954K | Sell |
27,017
-1,252
| -4% | -$44.2K | ﹤0.01% | 1159 |
|
|
2022
Q1 | $737K | Sell |
28,269
-1,255
| -4% | -$32.7K | ﹤0.01% | 1346 |
|
|
2021
Q4 | $697K | Sell |
29,524
-2,612
| -8% | -$61.7K | ﹤0.01% | 1384 |
|
|
2021
Q3 | $804K | Sell |
32,136
-4,060
| -11% | -$102K | ﹤0.01% | 1364 |
|
|
2021
Q2 | $850K | Sell |
36,196
-11,617
| -24% | -$273K | ﹤0.01% | 1366 |
|
|
2021
Q1 | $1.04M | Sell |
47,813
-16,857
| -26% | -$367K | ﹤0.01% | 1354 |
|
|
2020
Q4 | $1.03M | Buy |
64,670
+24,568
| +61% | +$389K | ﹤0.01% | 1310 |
|
|
2020
Q3 | $653K | Buy |
40,102
+28,883
| +257% | +$470K | ﹤0.01% | 1402 |
|
|
2020
Q2 | $160K | Buy |
11,219
+9,508
| +556% | +$136K | ﹤0.01% | 1648 |
|
|
2020
Q1 | $24K | Sell |
1,711
-1,733
| -50% | -$24.3K | ﹤0.01% | 1767 |
|
|
2019
Q4 | $81K | Buy |
3,444
+551
| +19% | +$13K | ﹤0.01% | 1696 |
|
|
2019
Q3 | $68K | Buy |
2,893
+270
| +10% | +$6.35K | ﹤0.01% | 1694 |
|
|
2019
Q2 | $77K | Buy |
2,623
+638
| +32% | +$18.7K | ﹤0.01% | 1634 |
|
|
2019
Q1 | $48K | Sell |
1,985
-895
| -31% | -$21.6K | ﹤0.01% | 1653 |
|
|
2018
Q4 | $73K | Sell |
2,880
-6,780
| -70% | -$172K | ﹤0.01% | 1633 |
|
|
2018
Q3 | $249K | Sell |
9,660
-170,299
| -95% | -$4.39M | ﹤0.01% | 1577 |
|
|
2018
Q2 | $4.1M | Sell |
179,959
-26,810
| -13% | -$611K | 0.01% | 746 |
|
|
2018
Q1 | $5.25M | Sell |
206,769
-8,796
| -4% | -$224K | 0.02% | 609 |
|
|
2017
Q4 | $5.65M | Sell |
215,565
-33,902
| -14% | -$889K | 0.02% | 574 |
|
|
2017
Q3 | $6.61M | Sell |
249,467
-27,177
| -10% | -$720K | 0.02% | 492 |
|
|
2017
Q2 | $8.55M | Sell |
276,644
-303,824
| -52% | -$9.39M | 0.02% | 434 |
|
|
2017
Q1 | $13.5M | Buy |
580,468
+7,029
| +1% | +$163K | 0.04% | 365 |
|
|
2016
Q4 | $13.2M | Buy |
573,439
+14,975
| +3% | +$344K | 0.04% | 358 |
|
|
2016
Q3 | $12.9M | Sell |
558,464
-10,240
| -2% | -$237K | 0.04% | 372 |
|
|
2016
Q2 | $13.1M | Buy |
568,704
+562,633
| +9,268% | +$12.9M | 0.04% | 372 |
|
|
2016
Q1 | $160K | Sell |
6,071
-19,278
| -76% | -$508K | ﹤0.01% | 1512 |
|
|
2015
Q4 | $845K | Buy |
25,349
+16,857
| +199% | +$562K | ﹤0.01% | 1152 |
|
|
2015
Q3 | $307K | Sell |
8,492
-540
| -6% | -$19.5K | ﹤0.01% | 1409 |
|
|
2015
Q2 | $268K | Sell |
9,032
-4,719
| -34% | -$140K | ﹤0.01% | 1459 |
|
|
2015
Q1 | $441K | Sell |
13,751
-12,417
| -47% | -$398K | ﹤0.01% | 1391 |
|
|
2014
Q4 | $882K | Sell |
26,168
-13,169
| -33% | -$444K | ﹤0.01% | 1219 |
|
|
2014
Q3 | $1.22M | Sell |
39,337
-8,248
| -17% | -$256K | ﹤0.01% | 1141 |
|
|
2014
Q2 | $1.6M | Buy |
47,585
+10,064
| +27% | +$337K | 0.01% | 1037 |
|
|
2014
Q1 | $1.13M | Sell |
37,521
-11,126
| -23% | -$336K | ﹤0.01% | 1137 |
|
|
2013
Q4 | $1.41M | Sell |
48,647
-9,632
| -17% | -$280K | ﹤0.01% | 1058 |
|
|
2013
Q3 | $1.55M | Sell |
58,279
-11,271
| -16% | -$301K | 0.01% | 996 |
|
|
2013
Q2 | $1.93M | Buy |
+69,550
| New | +$1.93M | 0.01% | 896 |
|