Janney Montgomery Scott’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 | $3.72M | Buy |
67,738
+865
| +1% | +$47.5K | 0.01% | 931 |
|
|
2025
Q1 | $3.67M | Buy |
66,873
+93
| +0.1% | +$5.11K | 0.01% | 902 |
|
|
2024
Q4 | $3.53M | Buy |
66,780
+655
| +1% | +$34.6K | 0.01% | 906 |
|
|
2024
Q3 | $4.2M | Buy |
+66,125
| New | +$4.2M | 0.01% | 818 |
|
|
2024
Q2 | – | Sell |
-67,244
| Closed | -$3.3M | – | 2704 |
|
|
2024
Q1 | $3.3M | Buy |
67,244
+208
| +0.3% | +$10.2K | 0.01% | 924 |
|
|
2023
Q4 | $3.24M | Buy |
67,036
+42
| +0.1% | +$2.03K | 0.01% | 900 |
|
|
2023
Q3 | $2.89M | Sell |
66,994
-1,710
| -2% | -$73.6K | 0.01% | 879 |
|
|
2023
Q2 | $2.19M | Buy |
+68,704
| New | +$2.19M | 0.01% | 1030 |
|
|
2023
Q1 | – | Sell |
-78,094
| Closed | -$2.85M | – | 2632 |
|
|
2022
Q4 | $2.85M | Buy |
78,094
+1,977
| +3% | +$72.2K | 0.01% | 867 |
|
|
2022
Q3 | $3.24M | Buy |
+76,117
| New | +$3.24M | 0.01% | 773 |
|
|
2021
Q1 | – | Sell |
-25,037
| Closed | -$397K | – | 2306 |
|
|
2020
Q4 | $397K | Buy |
25,037
+453
| +2% | +$7.18K | ﹤0.01% | 1710 |
|
|
2020
Q3 | $400K | Sell |
24,584
-67
| -0.3% | -$1.09K | ﹤0.01% | 1540 |
|
|
2020
Q2 | $352K | Sell |
24,651
-129,326
| -84% | -$1.85M | ﹤0.01% | 1540 |
|
|
2020
Q1 | $2.17M | Sell |
153,977
-56,518
| -27% | -$796K | 0.02% | 667 |
|
|
2019
Q4 | $4.94M | Buy |
210,495
+109,513
| +108% | +$2.57M | 0.03% | 465 |
|
|
2019
Q3 | $2.39M | Sell |
100,982
-8,434
| -8% | -$199K | 0.02% | 685 |
|
|
2019
Q2 | $3.21M | Buy |
109,416
+2,884
| +3% | +$84.5K | 0.02% | 558 |
|
|
2019
Q1 | $2.55M | Buy |
106,532
+1,252
| +1% | +$30K | 0.02% | 617 |
|
|
2018
Q4 | $2.67M | Sell |
105,280
-11,463
| -10% | -$291K | 0.03% | 538 |
|
|
2018
Q3 | $3.01M | Sell |
116,743
-3,429
| -3% | -$88.3K | 0.03% | 568 |
|
|
2018
Q2 | $2.74M | Buy |
120,172
+2,814
| +2% | +$64.1K | 0.03% | 563 |
|
|
2018
Q1 | $2.98M | Sell |
117,358
-19,431
| -14% | -$494K | 0.03% | 513 |
|
|
2017
Q4 | $3.59M | Sell |
136,789
-5,240
| -4% | -$137K | 0.04% | 452 |
|
|
2017
Q3 | $3.76M | Sell |
142,029
-7,159
| -5% | -$190K | 0.04% | 410 |
|
|
2017
Q2 | $4.61M | Sell |
149,188
-1,713
| -1% | -$52.9K | 0.06% | 337 |
|
|
2017
Q1 | $3.51M | Sell |
150,901
-4,739
| -3% | -$110K | 0.05% | 384 |
|
|
2016
Q4 | $3.58M | Sell |
155,640
-1,786
| -1% | -$41.1K | 0.05% | 338 |
|
|
2016
Q3 | $3.64M | Buy |
+157,426
| New | +$3.64M | 0.06% | 295 |
|
|
2016
Q2 | – | Sell |
-26,740
| Closed | -$706K | – | 913 |
|
|
2016
Q1 | $706K | Sell |
26,740
-2,635
| -9% | -$69.6K | 0.02% | 632 |
|
|
2015
Q4 | $978K | Buy |
29,375
+1,524
| +5% | +$50.7K | 0.03% | 558 |
|
|
2015
Q3 | $1.01M | Hold |
27,851
| – | – | 0.03% | 531 |
|
|
2015
Q2 | $826K | Hold |
27,851
| – | – | 0.02% | 884 |
|
|
2015
Q1 | $893K | Sell |
27,851
-6,739
| -19% | -$216K | 0.02% | 951 |
|
|
2014
Q4 | $1.16M | Sell |
34,590
-635
| -2% | -$21.4K | 0.02% | 791 |
|
|
2014
Q3 | $1.09M | Sell |
35,225
-4,116
| -10% | -$128K | 0.02% | 794 |
|
|
2014
Q2 | $1.32M | Buy |
39,341
+2,606
| +7% | +$87.4K | 0.03% | 684 |
|
|
2014
Q1 | $1.11M | Sell |
36,735
-365
| -1% | -$11K | 0.03% | 702 |
|
|
2013
Q4 | $1.08M | Sell |
37,100
-1,100
| -3% | -$31.9K | 0.03% | 682 |
|
|
2013
Q3 | $1.02M | Buy |
+38,200
| New | +$1.02M | 0.03% | 640 |
|