Franklin Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.37M | Sell |
106,177
-1,309
| -1% | -$45.6K | ﹤0.01% | 1703 |
|
|
2025
Q4 | $4.68M | Sell |
107,486
-2,331,990
| -96% | -$109M | ﹤0.01% | 1430 |
|
|
2025
Q3 | $13.9M | Buy |
2,439,476
+2,314,904
| +1,858% | +$122M | ﹤0.01% | 1067 |
|
|
2025
Q2 | $6.84M | Sell |
124,572
-191,271
| -61% | -$11M | ﹤0.01% | 1257 |
|
|
2025
Q1 | $17.3M | Buy |
315,843
+19,334
| +7% | +$1.03M | 0.01% | 941 |
|
|
2024
Q4 | $15.7M | Buy |
296,509
+46,229
| +18% | +$2.72M | ﹤0.01% | 976 |
|
|
2024
Q3 | $15.2M | Buy |
250,280
+57,311
| +30% | +$3.42M | ﹤0.01% | 978 |
|
|
2024
Q2 | $10.5M | Sell |
192,969
-25,532
| -12% | -$1.27M | ﹤0.01% | 1062 |
|
|
2024
Q1 | $10.7M | Buy |
218,501
+33,275
| +18% | +$1.58M | ﹤0.01% | 1059 |
|
|
2023
Q4 | $8.96M | Buy |
185,226
+76,602
| +71% | +$3.41M | ﹤0.01% | 959 |
|
|
2023
Q3 | $4.68M | Buy |
108,624
+72,469
| +200% | +$2.68M | ﹤0.01% | 1106 |
|
|
2023
Q2 | $1.15M | Sell |
36,155
-14,240
| -28% | -$460K | ﹤0.01% | 1591 |
|
|
2023
Q1 | $1.78M | Sell |
50,395
-174,787
| -78% | -$6.46M | ﹤0.01% | 1392 |
|
|
2022
Q4 | $8.22M | Sell |
225,182
-2,785
| -1% | -$113K | ﹤0.01% | 989 |
|
|
2022
Q3 | $9.7M | Buy |
227,967
+169,860
| +292% | +$7.19M | 0.01% | 939 |
|
|
2022
Q2 | $2.05M | Sell |
58,107
-300,374
| -84% | -$9.27M | ﹤0.01% | 1346 |
|
|
2022
Q1 | $9.34M | Sell |
358,481
-947,034
| -73% | -$23M | ﹤0.01% | 1025 |
|
|
2021
Q4 | $30.8M | Sell |
1,305,515
-68,971
| -5% | -$1.67M | 0.01% | 776 |
|
|
2021
Q3 | $34.4M | Sell |
1,374,486
-1,016,930
| -43% | -$25.3M | 0.01% | 758 |
|
|
2021
Q2 | $56.1M | Sell |
2,391,416
-1,434,897
| -38% | -$34M | 0.02% | 611 |
|
|
2021
Q1 | $83.4M | Buy |
3,826,313
+1,476,444
| +63% | +$27.9M | 0.03% | 482 |
|
|
2020
Q4 | $37.3M | Buy |
2,349,869
+2,258,432
| +2,470% | +$39M | 0.02% | 670 |
|
|
2020
Q3 | $1.49M | Sell |
91,437
-117,924
| -56% | -$1.73M | ﹤0.01% | 1293 |
|
|
2020
Q2 | $3.01M | Buy |
209,361
+14,941
| +8% | +$236K | ﹤0.01% | 1076 |
|
|
2020
Q1 | $2.74M | Buy |
194,420
+13,203
| +7% | +$277K | ﹤0.01% | 1033 |
|
|
2019
Q4 | $4.25M | Buy |
181,217
+9,113
| +5% | +$219K | ﹤0.01% | 1040 |
|
|
2019
Q3 | $4.07M | Buy |
172,104
+71,898
| +72% | +$1.9M | ﹤0.01% | 1042 |
|
|
2019
Q2 | $2.94M | Sell |
100,206
-19,887
| -17% | -$534K | ﹤0.01% | 1109 |
|
|
2019
Q1 | $2.88M | Buy |
120,093
+28,314
| +31% | +$696K | ﹤0.01% | 1086 |
|
|
2018
Q4 | $2.33M | Buy |
91,779
+6,345
| +7% | +$169K | ﹤0.01% | 1113 |
|
|
2018
Q3 | $2.2M | Buy |
85,434
+14,900
| +21% | +$378K | ﹤0.01% | 1196 |
|
|
2018
Q2 | $1.61M | Buy |
70,534
+18,437
| +35% | +$489K | ﹤0.01% | 1216 |
|
|
2018
Q1 | $1.32M | Buy |
52,097
+4,516
| +9% | +$119K | ﹤0.01% | 1257 |
|
|
2017
Q4 | $1.25M | Sell |
47,581
-50,514
| -51% | -$1.31M | ﹤0.01% | 1284 |
|
|
2017
Q3 | $2.6M | Buy |
98,095
+10,498
| +12% | +$305K | ﹤0.01% | 1187 |
|
|
2017
Q2 | $2.71M | Buy |
87,597
+78,710
| +886% | +$2.07M | ﹤0.01% | 1187 |
|
|
2017
Q1 | $206K | Buy |
+8,887
| New | +$199K | ﹤0.01% | 1460 |
|
|
2016
Q4 | – | Sell |
-18,279
| Closed | -$423K | – | 1482 |
|
|
2016
Q3 | $423K | Buy |
+18,279
| New | +$428K | ﹤0.01% | 1406 |
|
|
2016
Q2 | – | Sell |
-22,000
| Closed | -$581K | – | 1518 |
|
|
2016
Q1 | $581K | Buy |
22,000
+900
| +4% | +$28.3K | ﹤0.01% | 1384 |
|
|
2015
Q4 | $703K | Hold |
21,100
| – | – | ﹤0.01% | 1405 |
|
|
2015
Q3 | $764K | Buy |
+21,100
| New | +$715K | ﹤0.01% | 1401 |
|
|
2014
Q1 | – | Sell |
-8,000
| Closed | -$232K | – | 1551 |
|
|
2013
Q4 | $232K | Hold |
8,000
| – | – | ﹤0.01% | 1469 |
|
|
2013
Q3 | $213K | Hold |
8,000
| – | – | ﹤0.01% | 1437 |
|
|
2013
Q2 | $222K | Buy |
+8,000
| New | +$228K | ﹤0.01% | 1406 |
|
Other funds holding HRB
VPM
VCM
