Hancock Whitney’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 | $742K | Buy |
13,526
+572
| +4% | +$31.4K | 0.01% | 484 |
|
|
2025
Q1 | $711K | Buy |
12,954
+1,010
| +8% | +$55.5K | 0.02% | 375 |
|
|
2024
Q4 | $631K | Sell |
11,944
-3,718
| -24% | -$196K | 0.02% | 391 |
|
|
2024
Q3 | $995K | Buy |
+15,662
| New | +$995K | 0.03% | 314 |
|
|
2021
Q3 | – | Sell |
-12,341
| Closed | -$290K | – | 732 |
|
|
2021
Q2 | $290K | Sell |
12,341
-309
| -2% | -$7.26K | 0.01% | 690 |
|
|
2021
Q1 | $276K | Hold |
12,650
| – | – | 0.01% | 663 |
|
|
2020
Q4 | $201K | Buy |
+12,650
| New | +$201K | 0.01% | 745 |
|
|
2020
Q3 | – | Sell |
-36,687
| Closed | -$524K | – | 805 |
|
|
2020
Q2 | $524K | Sell |
36,687
-20,958
| -36% | -$299K | 0.02% | 498 |
|
|
2020
Q1 | $812K | Buy |
57,645
+25,246
| +78% | +$356K | 0.03% | 409 |
|
|
2019
Q4 | $761K | Buy |
+32,399
| New | +$761K | 0.02% | 493 |
|
|
2019
Q3 | – | Sell |
-15,643
| Closed | -$458K | – | 850 |
|
|
2019
Q2 | $458K | Sell |
15,643
-2,252
| -13% | -$65.9K | 0.01% | 633 |
|
|
2019
Q1 | $428K | Buy |
+17,895
| New | +$428K | 0.01% | 658 |
|
|
2017
Q4 | – | Sell |
-36,300
| Closed | -$961K | – | 598 |
|
|
2017
Q3 | $961K | Sell |
36,300
-46,671
| -56% | -$1.24M | 0.04% | 354 |
|
|
2017
Q2 | $2.56M | Buy |
+82,971
| New | +$2.56M | 0.11% | 181 |
|
|
2016
Q4 | – | Sell |
-112,413
| Closed | -$2.6M | – | 566 |
|
|
2016
Q3 | $2.6M | Buy |
+112,413
| New | +$2.6M | 0.1% | 243 |
|
|
2016
Q1 | – | Sell |
-27,900
| Closed | -$929K | – | 541 |
|
|
2015
Q4 | $929K | Buy |
27,900
+1,000
| +4% | +$33.3K | 0.04% | 314 |
|
|
2015
Q3 | $974K | Buy |
+26,900
| New | +$974K | 0.04% | 286 |
|