HighTower Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $965K | Buy |
|
|||||
|
2025
Q2 | $821K | Sell |
|
|||||
|
2025
Q1 | $936K | Sell |
|
|||||
|
2024
Q4 | $1.01M | Buy |
|
|||||
|
2024
Q3 | $1.15M | Buy |
|
|||||
|
2024
Q2 | $825K | Sell |
|
|||||
|
2024
Q1 | $951K | Sell |
|
|||||
|
2023
Q4 | $46.4M | Buy |
|
|||||
|
2023
Q3 | $41.1M | Buy |
|
|||||
|
2023
Q2 | $28.3M | Buy |
|
|||||
|
2023
Q1 | $29.1M | Buy |
|
|||||
|
2022
Q4 | $25.4M | Sell |
|
|||||
|
2022
Q3 | $49.2M | Sell |
|
|||||
|
2022
Q2 | $41.1M | Buy |
|
|||||
|
2022
Q1 | $25.9M | Buy |
|
|||||
|
2021
Q4 | $21.8M | Buy |
|
|||||
|
2021
Q3 | $21.2M | Buy |
|
|||||
|
2021
Q2 | $13M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $1.18M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $958K | Buy |
|
|||||
|
2019
Q2 | $204K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $231K | Sell |
|
|||||
|
2018
Q3 | $488K | Sell |
|
|||||
|
2018
Q2 | $813K | Buy |
|
|||||
|
2018
Q1 | $301K | Sell |
|
|||||
|
2017
Q4 | $344K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $300K | Sell |
|
|||||
|
2017
Q1 | $235K | Sell |
|
|||||
|
2016
Q4 | $282K | Sell |
|
|||||
|
2016
Q3 | $303K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $831K | Sell |
|
|||||
|
2015
Q4 | $1.47M | Sell |
|
|||||
|
2015
Q3 | $1.66M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $1.34M | Buy |
|
|||||
|
2014
Q4 | $1.01M | Buy |
|
|||||
|
2014
Q3 | $874K | Buy |
|
|||||
|
2014
Q2 | $925K | Buy |
|
|||||
|
2014
Q1 | $752K | Buy |
|
|||||
|
2013
Q4 | $677K | Sell |
|
|||||
|
2013
Q3 | $630K | Buy |
|