HSBC Holdings’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 | $8.96M | Buy |
164,564
+99,105
| +151% | +$5.4M | 0.01% | 801 |
|
|
2025
Q1 | $3.55M | Buy |
65,459
+42,478
| +185% | +$2.31M | ﹤0.01% | 968 |
|
|
2024
Q4 | $1.21M | Buy |
22,981
+17,134
| +293% | +$903K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $372K | Sell |
5,847
-18,501
| -76% | -$1.18M | ﹤0.01% | 1830 |
|
|
2024
Q2 | $1.31M | Buy |
24,348
+1,472
| +6% | +$79.4K | ﹤0.01% | 1268 |
|
|
2024
Q1 | $1.12M | Sell |
22,876
-78,561
| -77% | -$3.86M | ﹤0.01% | 1385 |
|
|
2023
Q4 | $4.9M | Sell |
101,437
-10,616
| -9% | -$513K | ﹤0.01% | 928 |
|
|
2023
Q3 | $4.85M | Buy |
112,053
+102,550
| +1,079% | +$4.44M | 0.01% | 881 |
|
|
2023
Q2 | $303K | Sell |
9,503
-169,621
| -95% | -$5.41M | ﹤0.01% | 1734 |
|
|
2023
Q1 | $6.29M | Sell |
179,124
-453,950
| -72% | -$16M | 0.01% | 852 |
|
|
2022
Q4 | $23M | Buy |
633,074
+179,407
| +40% | +$6.51M | 0.03% | 539 |
|
|
2022
Q3 | $19.5M | Buy |
453,667
+387,749
| +588% | +$16.7M | 0.03% | 491 |
|
|
2022
Q2 | $2.35M | Buy |
65,918
+42,240
| +178% | +$1.51M | ﹤0.01% | 1264 |
|
|
2022
Q1 | $621K | Sell |
23,678
-62,807
| -73% | -$1.65M | ﹤0.01% | 1922 |
|
|
2021
Q4 | $2.04M | Buy |
86,485
+58,686
| +211% | +$1.39M | ﹤0.01% | 1332 |
|
|
2021
Q3 | $700K | Sell |
27,799
-8,002
| -22% | -$201K | ﹤0.01% | 1647 |
|
|
2021
Q2 | $831K | Sell |
35,801
-16,033
| -31% | -$372K | ﹤0.01% | 1498 |
|
|
2021
Q1 | $1.13M | Sell |
51,834
-46,908
| -48% | -$1.02M | ﹤0.01% | 1233 |
|
|
2020
Q4 | $1.55M | Buy |
98,742
+50,513
| +105% | +$792K | ﹤0.01% | 1117 |
|
|
2020
Q3 | $794K | Sell |
48,229
-150,028
| -76% | -$2.47M | ﹤0.01% | 1302 |
|
|
2020
Q2 | $2.83M | Buy |
198,257
+49,210
| +33% | +$703K | 0.01% | 836 |
|
|
2020
Q1 | $2.1M | Sell |
149,047
-110,099
| -42% | -$1.55M | ﹤0.01% | 879 |
|
|
2019
Q4 | $6.1M | Sell |
259,146
-46,636
| -15% | -$1.1M | 0.01% | 734 |
|
|
2019
Q3 | $7.22M | Sell |
305,782
-108,989
| -26% | -$2.57M | 0.01% | 682 |
|
|
2019
Q2 | $12.2M | Buy |
414,771
+20,480
| +5% | +$600K | 0.02% | 535 |
|
|
2019
Q1 | $9.44M | Buy |
394,291
+50,621
| +15% | +$1.21M | 0.02% | 614 |
|
|
2018
Q4 | $8.72M | Buy |
343,670
+10,828
| +3% | +$275K | 0.02% | 629 |
|
|
2018
Q3 | $8.57M | Sell |
332,842
-172,974
| -34% | -$4.45M | 0.01% | 667 |
|
|
2018
Q2 | $11.5M | Sell |
505,816
-302,404
| -37% | -$6.88M | 0.02% | 567 |
|
|
2018
Q1 | $20.5M | Buy |
808,220
+168,758
| +26% | +$4.29M | 0.03% | 440 |
|
|
2017
Q4 | $16.8M | Buy |
639,462
+32,667
| +5% | +$856K | 0.02% | 533 |
|
|
2017
Q3 | $16.1M | Buy |
606,795
+198,769
| +49% | +$5.26M | 0.03% | 483 |
|
|
2017
Q2 | $12.6M | Buy |
408,026
+63,809
| +19% | +$1.97M | 0.02% | 516 |
|
|
2017
Q1 | $8M | Buy |
344,217
+123,759
| +56% | +$2.87M | 0.02% | 631 |
|
|
2016
Q4 | $5.07M | Sell |
220,458
-29,055
| -12% | -$668K | 0.01% | 689 |
|
|
2016
Q3 | $5.76M | Buy |
249,513
+2,775
| +1% | +$64K | 0.01% | 661 |
|
|
2016
Q2 | $5.67M | Sell |
246,738
-71,541
| -22% | -$1.64M | 0.02% | 669 |
|
|
2016
Q1 | $8.41M | Sell |
318,279
-523,657
| -62% | -$13.8M | 0.02% | 573 |
|
|
2015
Q4 | $28M | Buy |
841,936
+563,322
| +202% | +$18.8M | 0.07% | 273 |
|
|
2015
Q3 | $10.1M | Sell |
278,614
-831,448
| -75% | -$30M | 0.03% | 534 |
|
|
2015
Q2 | $32.9M | Buy |
1,110,062
+698,639
| +170% | +$20.7M | 0.07% | 271 |
|
|
2015
Q1 | $13.2M | Sell |
411,423
-134,886
| -25% | -$4.32M | 0.03% | 512 |
|
|
2014
Q4 | $18.4M | Buy |
546,309
+39,601
| +8% | +$1.33M | 0.04% | 393 |
|
|
2014
Q3 | $15.7M | Buy |
506,708
+51,995
| +11% | +$1.61M | 0.03% | 431 |
|
|
2014
Q2 | $15.2M | Sell |
454,713
-136,310
| -23% | -$4.57M | 0.03% | 419 |
|
|
2014
Q1 | $17.9M | Sell |
591,023
-199,779
| -25% | -$6.04M | 0.04% | 360 |
|
|
2013
Q4 | $23M | Sell |
790,802
-21,308
| -3% | -$619K | 0.06% | 298 |
|
|
2013
Q3 | $21.6M | Buy |
812,110
+152,993
| +23% | +$4.07M | 0.06% | 306 |
|
|
2013
Q2 | $18.4M | Buy |
+659,117
| New | +$18.4M | 0.06% | 310 |
|