Financial Counselors Inc’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 | – | Sell |
-177,709
| Closed | -$9.76M | – | 237 |
|
|
2025
Q1 | $9.76M | Sell |
177,709
-5,714
| -3% | -$314K | 0.15% | 146 |
|
|
2024
Q4 | $9.69M | Sell |
183,423
-5,318
| -3% | -$281K | 0.14% | 147 |
|
|
2024
Q3 | $12M | Sell |
188,741
-2,986
| -2% | -$190K | 0.18% | 132 |
|
|
2024
Q2 | $10.4M | Sell |
191,727
-2,443
| -1% | -$132K | 0.17% | 137 |
|
|
2024
Q1 | $9.54M | Sell |
194,170
-2,013
| -1% | -$98.9K | 0.16% | 141 |
|
|
2023
Q4 | $9.49M | Sell |
196,183
-2,195
| -1% | -$106K | 0.17% | 141 |
|
|
2023
Q3 | $8.54M | Sell |
198,378
-1,496
| -0.7% | -$64.4K | 0.17% | 139 |
|
|
2023
Q2 | $6.37M | Sell |
199,874
-491
| -0.2% | -$15.6K | 0.13% | 158 |
|
|
2023
Q1 | $7.06M | Sell |
200,365
-333
| -0.2% | -$11.7K | 0.15% | 147 |
|
|
2022
Q4 | $7.33M | Sell |
200,698
-5,029
| -2% | -$184K | 0.16% | 146 |
|
|
2022
Q3 | $8.75M | Sell |
205,727
-24,521
| -11% | -$1.04M | 0.22% | 123 |
|
|
2022
Q2 | $8.13M | Sell |
230,248
-7,736
| -3% | -$273K | 0.19% | 134 |
|
|
2022
Q1 | $6.2M | Buy |
237,984
+779
| +0.3% | +$20.3K | 0.13% | 159 |
|
|
2021
Q4 | $5.59M | Sell |
237,205
-867
| -0.4% | -$20.4K | 0.11% | 175 |
|
|
2021
Q3 | $5.95M | Sell |
238,072
-11,410
| -5% | -$285K | 0.13% | 165 |
|
|
2021
Q2 | $5.86M | Sell |
249,482
-2,715
| -1% | -$63.8K | 0.13% | 166 |
|
|
2021
Q1 | $5.5M | Buy |
252,197
+1,661
| +0.7% | +$36.2K | 0.13% | 164 |
|
|
2020
Q4 | $3.97M | Sell |
250,536
-1,798
| -0.7% | -$28.5K | 0.1% | 188 |
|
|
2020
Q3 | $4.11M | Sell |
252,334
-3,601
| -1% | -$58.7K | 0.12% | 168 |
|
|
2020
Q2 | $3.66M | Buy |
255,935
+185
| +0.1% | +$2.64K | 0.12% | 176 |
|
|
2020
Q1 | $3.6M | Buy |
255,750
+28,564
| +13% | +$402K | 0.16% | 144 |
|
|
2019
Q4 | $5.33M | Sell |
227,186
-480
| -0.2% | -$11.3K | 0.19% | 140 |
|
|
2019
Q3 | $5.38M | Sell |
227,666
-956
| -0.4% | -$22.6K | 0.21% | 138 |
|
|
2019
Q2 | $6.7M | Sell |
228,622
-937
| -0.4% | -$27.5K | 0.27% | 121 |
|
|
2019
Q1 | $5.5M | Sell |
229,559
-625
| -0.3% | -$15K | 0.23% | 131 |
|
|
2018
Q4 | $5.84M | Sell |
230,184
-1,934
| -0.8% | -$49.1K | 0.29% | 109 |
|
|
2018
Q3 | $5.98M | Sell |
232,118
-6,377
| -3% | -$164K | 0.26% | 121 |
|
|
2018
Q2 | $5.43M | Sell |
238,495
-2,313
| -1% | -$52.7K | 0.25% | 124 |
|
|
2018
Q1 | $6.12M | Buy |
240,808
+1,760
| +0.7% | +$44.7K | 0.29% | 114 |
|
|
2017
Q4 | $6.27M | Sell |
239,048
-2,696
| -1% | -$70.7K | 0.29% | 117 |
|
|
2017
Q3 | $6.4M | Sell |
241,744
-8,919
| -4% | -$236K | 0.31% | 104 |
|
|
2017
Q2 | $7.75M | Sell |
250,663
-1,125
| -0.4% | -$34.8K | 0.38% | 89 |
|
|
2017
Q1 | $5.85M | Sell |
251,788
-1,430
| -0.6% | -$33.2K | 0.3% | 116 |
|
|
2016
Q4 | $5.82M | Buy |
+253,218
| New | +$5.82M | 0.31% | 115 |
|
|
2016
Q2 | $3.43M | Buy |
148,996
+443
| +0.3% | +$10.2K | 0.2% | 156 |
|
|
2016
Q1 | $3.93M | Sell |
148,553
-1,748
| -1% | -$46.2K | 0.24% | 144 |
|
|
2015
Q4 | $5.01M | Sell |
150,301
-5,663
| -4% | -$189K | 0.32% | 102 |
|
|
2015
Q3 | $5.65M | Sell |
155,964
-7,142
| -4% | -$259K | 0.39% | 85 |
|
|
2015
Q2 | $4.84M | Sell |
163,106
-11,587
| -7% | -$344K | 0.31% | 113 |
|
|
2015
Q1 | $5.6M | Buy |
174,693
+13,485
| +8% | +$432K | 0.35% | 99 |
|
|
2014
Q4 | $5.43M | Sell |
161,208
-156
| -0.1% | -$5.25K | 0.34% | 97 |
|
|
2014
Q3 | $5M | Sell |
161,364
-42,388
| -21% | -$1.31M | 0.35% | 88 |
|
|
2014
Q2 | $6.83M | Sell |
203,752
-6,268
| -3% | -$210K | 0.48% | 66 |
|
|
2014
Q1 | $6.34M | Sell |
210,020
-4,918
| -2% | -$148K | 0.46% | 71 |
|
|
2013
Q4 | $6.24M | Sell |
214,938
-4,265
| -2% | -$124K | 0.47% | 71 |
|
|
2013
Q3 | $5.84M | Sell |
219,203
-4,741
| -2% | -$126K | 0.48% | 69 |
|
|
2013
Q2 | $6.21M | Buy |
+223,944
| New | +$6.21M | 0.52% | 64 |
|