Jacobs Levy Equity Management’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
Q2 | $5.39M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5.56M | Buy |
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|
2024
Q2 | $2.21M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $21M | Buy |
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|
2021
Q2 | $12.3M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.46M | Sell |
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|
2020
Q3 | $34.6M | Buy |
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|
2020
Q2 | $12.3M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3.04M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $412K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.54M | Buy |
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|
2017
Q2 | $461K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.09M | Buy |
|