First Citizens Bank & Trust’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 | $1.46M | Buy |
26,631
+15,769
| +145% | +$866K | 0.03% | 223 |
|
|
2025
Q1 | $596K | Buy |
10,862
+310
| +3% | +$17K | 0.02% | 288 |
|
|
2024
Q4 | $558K | Buy |
10,552
+392
| +4% | +$20.7K | 0.01% | 300 |
|
|
2024
Q3 | $646K | Buy |
10,160
+337
| +3% | +$21.4K | 0.01% | 289 |
|
|
2024
Q2 | $533K | Sell |
9,823
-2,287
| -19% | -$124K | 0.01% | 311 |
|
|
2024
Q1 | $595K | Buy |
12,110
+144
| +1% | +$7.07K | 0.01% | 298 |
|
|
2023
Q4 | $579K | Buy |
11,966
+291
| +2% | +$14.1K | 0.01% | 241 |
|
|
2023
Q3 | $503K | Sell |
11,675
-58
| -0.5% | -$2.5K | 0.01% | 240 |
|
|
2023
Q2 | $374K | Buy |
11,733
+497
| +4% | +$15.8K | 0.01% | 274 |
|
|
2023
Q1 | $396K | Sell |
11,236
-2,161
| -16% | -$76.2K | 0.01% | 253 |
|
|
2022
Q4 | $489K | Buy |
13,397
+843
| +7% | +$30.8K | 0.01% | 216 |
|
|
2022
Q3 | $534K | Buy |
12,554
+2,865
| +30% | +$122K | 0.02% | 208 |
|
|
2022
Q2 | $342K | Hold |
9,689
| – | – | 0.01% | 267 |
|
|
2022
Q1 | $252K | Buy |
+9,689
| New | +$252K | 0.01% | 352 |
|
|
2013
Q4 | – | Sell |
-30,332
| Closed | -$809K | – | 542 |
|
|
2013
Q3 | $809K | Buy |
30,332
+199
| +0.7% | +$5.31K | 0.03% | 500 |
|
|
2013
Q2 | $836K | Buy |
+30,133
| New | +$836K | 0.03% | 452 |
|