Janus Henderson Group’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 | $19.2M | Buy |
349,276
+272,120
| +353% | +$14.9M | 0.01% | 574 |
|
2025
Q1 | $4.17M | Buy |
77,156
+12,316
| +19% | +$666K | ﹤0.01% | 947 |
|
2024
Q4 | $3.43M | Buy |
64,840
+1,981
| +3% | +$105K | ﹤0.01% | 1054 |
|
2024
Q3 | $4M | Buy |
62,859
+1,212
| +2% | +$77.1K | ﹤0.01% | 976 |
|
2024
Q2 | $3.34M | Sell |
61,647
-32,623
| -35% | -$1.77M | ﹤0.01% | 1013 |
|
2024
Q1 | $4.63M | Buy |
94,270
+18,556
| +25% | +$911K | ﹤0.01% | 904 |
|
2023
Q4 | $3.66M | Sell |
75,714
-54,276
| -42% | -$2.63M | ﹤0.01% | 946 |
|
2023
Q3 | $5.6M | Buy |
129,990
+56,451
| +77% | +$2.43M | ﹤0.01% | 790 |
|
2023
Q2 | $2.34M | Sell |
73,539
-167
| -0.2% | -$5.32K | ﹤0.01% | 1161 |
|
2023
Q1 | $2.6M | Buy |
73,706
+41,892
| +132% | +$1.48M | ﹤0.01% | 1128 |
|
2022
Q4 | $1.16M | Sell |
31,814
-31,816
| -50% | -$1.16M | ﹤0.01% | 1283 |
|
2022
Q3 | $2.71M | Buy |
63,630
+28,849
| +83% | +$1.23M | ﹤0.01% | 1187 |
|
2022
Q2 | $1.23M | Sell |
34,781
-2,412
| -6% | -$85.2K | ﹤0.01% | 1240 |
|
2022
Q1 | $969K | Sell |
37,193
-680
| -2% | -$17.7K | ﹤0.01% | 1542 |
|
2021
Q4 | $892K | Sell |
37,873
-100,172
| -73% | -$2.36M | ﹤0.01% | 1565 |
|
2021
Q3 | $3.45M | Sell |
138,045
-90,265
| -40% | -$2.26M | ﹤0.01% | 1144 |
|
2021
Q2 | $5.36M | Buy |
+228,310
| New | +$5.36M | ﹤0.01% | 1048 |
|
2020
Q3 | – | Sell |
-652,691
| Closed | -$9.32M | – | 1326 |
|
2020
Q2 | $9.32M | Sell |
652,691
-489,291
| -43% | -$6.99M | 0.01% | 819 |
|
2020
Q1 | $16.1M | Sell |
1,141,982
-248,520
| -18% | -$3.5M | 0.01% | 720 |
|
2019
Q4 | $32.6M | Buy |
1,390,502
+92,299
| +7% | +$2.17M | 0.02% | 712 |
|
2019
Q3 | $30.7M | Buy |
1,298,203
+545,506
| +72% | +$12.9M | 0.02% | 723 |
|
2019
Q2 | $22.1M | Sell |
752,697
-571,399
| -43% | -$16.7M | 0.01% | 770 |
|
2019
Q1 | $31.7M | Buy |
1,324,096
+956,090
| +260% | +$22.9M | 0.02% | 685 |
|
2018
Q4 | $9.34M | Buy |
368,006
+59,930
| +19% | +$1.52M | 0.01% | 900 |
|
2018
Q3 | $7.93M | Sell |
308,076
-38,574
| -11% | -$993K | ﹤0.01% | 964 |
|
2018
Q2 | $7.9M | Sell |
346,650
-140,398
| -29% | -$3.2M | ﹤0.01% | 960 |
|
2018
Q1 | $12.4M | Sell |
487,048
-273,950
| -36% | -$6.96M | 0.01% | 868 |
|
2017
Q4 | $20M | Buy |
760,998
+298,987
| +65% | +$7.84M | 0.01% | 766 |
|
2017
Q3 | $12.2M | Buy |
462,011
+147,128
| +47% | +$3.9M | 0.01% | 824 |
|
2017
Q2 | $9.73M | Buy |
314,883
+285,431
| +969% | +$8.82M | 0.01% | 880 |
|
2017
Q1 | $684K | Hold |
29,452
| – | – | ﹤0.01% | 745 |
|
2016
Q4 | $677K | Buy |
29,452
+3,200
| +12% | +$73.6K | 0.01% | 751 |
|
2016
Q3 | $608K | Hold |
26,252
| – | – | ﹤0.01% | 751 |
|
2016
Q2 | $604K | Sell |
26,252
-180,649
| -87% | -$4.16M | 0.01% | 728 |
|
2016
Q1 | $5.47M | Buy |
206,901
+6,975
| +3% | +$184K | 0.04% | 332 |
|
2015
Q4 | $6.66M | Buy |
199,926
+18,070
| +10% | +$602K | 0.05% | 313 |
|
2015
Q3 | $6.58M | Buy |
181,856
+16,454
| +10% | +$596K | 0.06% | 303 |
|
2015
Q2 | $4.9M | Buy |
165,402
+37,439
| +29% | +$1.11M | 0.04% | 363 |
|
2015
Q1 | $4.1M | Buy |
127,963
+3,516
| +3% | +$113K | 0.03% | 398 |
|
2014
Q4 | $4.19M | Sell |
124,447
-99,829
| -45% | -$3.36M | 0.03% | 395 |
|
2014
Q3 | $6.96M | Buy |
224,276
+13,808
| +7% | +$428K | 0.07% | 240 |
|
2014
Q2 | $7.06M | Sell |
210,468
-17,543
| -8% | -$588K | 0.07% | 249 |
|
2014
Q1 | $6.88M | Buy |
228,011
+196,688
| +628% | +$5.94M | 0.07% | 248 |
|
2013
Q4 | $910K | Hold |
31,323
| – | – | 0.01% | 588 |
|
2013
Q3 | $835K | Hold |
31,323
| – | – | 0.01% | 590 |
|
2013
Q2 | $881K | Buy |
+31,323
| New | +$881K | 0.01% | 552 |
|