KBC 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 | $186K | Sell |
3,387
-2,393
| -41% | -$131K | ﹤0.01% | 892 |
|
|
2025
Q1 | $317K | Sell |
5,780
-61
| -1% | -$3.35K | ﹤0.01% | 835 |
|
|
2024
Q4 | $309K | Buy |
5,841
+2,281
| +64% | +$121K | ﹤0.01% | 934 |
|
|
2024
Q3 | $226K | Sell |
3,560
-15,024
| -81% | -$954K | ﹤0.01% | 876 |
|
|
2024
Q2 | $1.01M | Buy |
18,584
+15,459
| +495% | +$838K | ﹤0.01% | 662 |
|
|
2024
Q1 | $153K | Buy |
3,125
+389
| +14% | +$19K | ﹤0.01% | 939 |
|
|
2023
Q4 | $132K | Buy |
2,736
+468
| +21% | +$22.6K | ﹤0.01% | 951 |
|
|
2023
Q3 | $98K | Buy |
+2,268
| New | +$98K | ﹤0.01% | 1015 |
|
|
2021
Q1 | – | Sell |
-3,698
| Closed | -$322K | – | 1301 |
|
|
2020
Q4 | $322K | Sell |
3,698
-291,218
| -99% | -$25.4M | ﹤0.01% | 1234 |
|
|
2020
Q3 | $4.8M | Buy |
294,916
+102,404
| +53% | +$1.67M | 0.01% | 559 |
|
|
2020
Q2 | $2.75M | Sell |
192,512
-159,974
| -45% | -$2.29M | 0.01% | 630 |
|
|
2020
Q1 | $4.96M | Buy |
352,486
+234,931
| +200% | +$3.31M | 0.04% | 377 |
|
|
2019
Q4 | $2.76M | Hold |
117,555
| – | – | 0.02% | 599 |
|
|
2019
Q3 | $2.78M | Sell |
117,555
-14,162
| -11% | -$335K | 0.02% | 554 |
|
|
2019
Q2 | $3.86M | Sell |
131,717
-135,883
| -51% | -$3.98M | 0.03% | 479 |
|
|
2019
Q1 | $6.41M | Buy |
267,600
+253,438
| +1,790% | +$6.07M | 0.05% | 380 |
|
|
2018
Q4 | $359K | Hold |
14,162
| – | – | ﹤0.01% | 1006 |
|
|
2018
Q3 | $365K | Sell |
14,162
-5,226
| -27% | -$135K | ﹤0.01% | 1197 |
|
|
2018
Q2 | $442K | Sell |
19,388
-3,649
| -16% | -$83.2K | ﹤0.01% | 1011 |
|
|
2018
Q1 | $585K | Hold |
23,037
| – | – | 0.01% | 920 |
|
|
2017
Q4 | $604K | Hold |
23,037
| – | – | 0.01% | 930 |
|
|
2017
Q3 | $610K | Hold |
23,037
| – | – | 0.01% | 925 |
|
|
2017
Q2 | $712K | Buy |
23,037
+3,976
| +21% | +$123K | 0.01% | 870 |
|
|
2017
Q1 | $443K | Hold |
19,061
| – | – | ﹤0.01% | 1063 |
|
|
2016
Q4 | $438K | Buy |
19,061
+4,399
| +30% | +$101K | ﹤0.01% | 1064 |
|
|
2016
Q3 | $339K | Hold |
14,662
| – | – | ﹤0.01% | 1042 |
|
|
2016
Q2 | $337K | Hold |
14,662
| – | – | ﹤0.01% | 972 |
|
|
2016
Q1 | $387K | Hold |
14,662
| – | – | 0.01% | 912 |
|
|
2015
Q4 | $488K | Sell |
14,662
-96
| -0.7% | -$3.2K | 0.01% | 807 |
|
|
2015
Q3 | $534K | Hold |
14,758
| – | – | 0.01% | 753 |
|
|
2015
Q2 | $438K | Buy |
14,758
+2,294
| +18% | +$68.1K | 0.01% | 936 |
|
|
2015
Q1 | $400K | Sell |
12,464
-10,955
| -47% | -$352K | 0.01% | 961 |
|
|
2014
Q4 | $789K | Buy |
23,419
+4,757
| +25% | +$160K | 0.01% | 824 |
|
|
2014
Q3 | $579K | Sell |
18,662
-148,767
| -89% | -$4.62M | 0.02% | 690 |
|
|
2014
Q2 | $5.61M | Sell |
167,429
-12,588
| -7% | -$422K | 0.06% | 362 |
|
|
2014
Q1 | $5.44M | Sell |
180,017
-214,516
| -54% | -$6.48M | 0.09% | 282 |
|
|
2013
Q4 | $11.5M | Buy |
394,533
+88,350
| +29% | +$2.57M | 0.17% | 153 |
|
|
2013
Q3 | $8.16M | Buy |
306,183
+59,747
| +24% | +$1.59M | 0.13% | 210 |
|
|
2013
Q2 | $6.84M | Buy |
+246,436
| New | +$6.84M | 0.13% | 209 |
|