HighTower Advisors’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 | $821K | Sell |
14,963
-2,078
| -12% | -$114K | ﹤0.01% | 2141 |
|
|
2025
Q1 | $936K | Sell |
17,041
-2,143
| -11% | -$118K | ﹤0.01% | 2001 |
|
|
2024
Q4 | $1.01M | Buy |
19,184
+1,202
| +7% | +$63.5K | ﹤0.01% | 1950 |
|
|
2024
Q3 | $1.15M | Buy |
17,982
+2,803
| +18% | +$179K | ﹤0.01% | 1848 |
|
|
2024
Q2 | $825K | Sell |
15,179
-4,196
| -22% | -$228K | ﹤0.01% | 1961 |
|
|
2024
Q1 | $951K | Sell |
19,375
-941,164
| -98% | -$46.2M | ﹤0.01% | 1829 |
|
|
2023
Q4 | $46.4M | Buy |
960,539
+6,501
| +0.7% | +$314K | 0.08% | 261 |
|
|
2023
Q3 | $41.1M | Buy |
954,038
+65,478
| +7% | +$2.82M | 0.08% | 253 |
|
|
2023
Q2 | $28.3M | Buy |
888,560
+63,105
| +8% | +$2.01M | 0.06% | 335 |
|
|
2023
Q1 | $29.1M | Buy |
825,455
+128,999
| +19% | +$4.55M | 0.06% | 306 |
|
|
2022
Q4 | $25.4M | Sell |
696,456
-461,113
| -40% | -$16.8M | 0.06% | 324 |
|
|
2022
Q3 | $49.2M | Sell |
1,157,569
-7,112
| -0.6% | -$303K | 0.13% | 172 |
|
|
2022
Q2 | $41.1M | Buy |
1,164,681
+171,460
| +17% | +$6.05M | 0.11% | 201 |
|
|
2022
Q1 | $25.9M | Buy |
993,221
+66,499
| +7% | +$1.73M | 0.06% | 315 |
|
|
2021
Q4 | $21.8M | Buy |
926,722
+79,640
| +9% | +$1.88M | 0.05% | 362 |
|
|
2021
Q3 | $21.2M | Buy |
847,082
+292,762
| +53% | +$7.33M | 0.06% | 329 |
|
|
2021
Q2 | $13M | Buy |
+554,320
| New | +$13M | 0.04% | 430 |
|
|
2021
Q1 | – | Sell |
-74,470
| Closed | -$1.18M | – | 2889 |
|
|
2020
Q4 | $1.18M | Buy |
+74,470
| New | +$1.18M | ﹤0.01% | 1171 |
|
|
2019
Q4 | – | Sell |
-40,975
| Closed | -$958K | – | 2286 |
|
|
2019
Q3 | $958K | Buy |
40,975
+33,892
| +478% | +$792K | 0.01% | 1207 |
|
|
2019
Q2 | $204K | Buy |
+7,083
| New | +$204K | ﹤0.01% | 2039 |
|
|
2019
Q1 | – | Sell |
-9,161
| Closed | -$231K | – | 2195 |
|
|
2018
Q4 | $231K | Sell |
9,161
-9,858
| -52% | -$249K | ﹤0.01% | 1746 |
|
|
2018
Q3 | $488K | Sell |
19,019
-16,698
| -47% | -$428K | ﹤0.01% | 1469 |
|
|
2018
Q2 | $813K | Buy |
35,717
+23,795
| +200% | +$542K | 0.01% | 1223 |
|
|
2018
Q1 | $301K | Sell |
11,922
-1,312
| -10% | -$33.1K | ﹤0.01% | 1664 |
|
|
2017
Q4 | $344K | Buy |
+13,234
| New | +$344K | ﹤0.01% | 1630 |
|
|
2017
Q3 | – | Sell |
-9,745
| Closed | -$300K | – | 2153 |
|
|
2017
Q2 | $300K | Sell |
9,745
-376
| -4% | -$11.6K | ﹤0.01% | 1623 |
|
|
2017
Q1 | $235K | Sell |
10,121
-2,154
| -18% | -$50K | ﹤0.01% | 1680 |
|
|
2016
Q4 | $282K | Sell |
12,275
-768
| -6% | -$17.6K | ﹤0.01% | 1502 |
|
|
2016
Q3 | $303K | Buy |
+13,043
| New | +$303K | ﹤0.01% | 1448 |
|
|
2016
Q2 | – | Sell |
-31,394
| Closed | -$831K | – | 1823 |
|
|
2016
Q1 | $831K | Sell |
31,394
-12,778
| -29% | -$338K | ﹤0.01% | 1067 |
|
|
2015
Q4 | $1.47M | Sell |
44,172
-1,774
| -4% | -$59.1K | 0.02% | 761 |
|
|
2015
Q3 | $1.66M | Buy |
+45,946
| New | +$1.66M | 0.02% | 680 |
|
|
2015
Q2 | – | Sell |
-41,939
| Closed | -$1.35M | – | 1654 |
|
|
2015
Q1 | $1.35M | Buy |
41,939
+12,070
| +40% | +$387K | 0.02% | 712 |
|
|
2014
Q4 | $1.01M | Buy |
29,869
+1,681
| +6% | +$56.6K | 0.02% | 788 |
|
|
2014
Q3 | $874K | Buy |
28,188
+578
| +2% | +$17.9K | 0.01% | 831 |
|
|
2014
Q2 | $925K | Buy |
27,610
+2,689
| +11% | +$90.1K | 0.02% | 835 |
|
|
2014
Q1 | $752K | Buy |
24,921
+1,623
| +7% | +$49K | 0.01% | 837 |
|
|
2013
Q4 | $677K | Sell |
23,298
-330
| -1% | -$9.59K | 0.01% | 844 |
|
|
2013
Q3 | $630K | Buy |
+23,628
| New | +$630K | 0.02% | 755 |
|