KeyBank National Association’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 | $202K | Sell |
3,685
-530
| -13% | -$29.1K | ﹤0.01% | 1126 |
|
|
2025
Q1 | $231K | Sell |
4,215
-3,625
| -46% | -$199K | ﹤0.01% | 1058 |
|
|
2024
Q4 | $414K | Sell |
7,840
-1,753
| -18% | -$92.6K | ﹤0.01% | 865 |
|
|
2024
Q3 | $610K | Sell |
9,593
-1,438
| -13% | -$91.4K | ﹤0.01% | 707 |
|
|
2024
Q2 | $598K | Sell |
11,031
-20,873
| -65% | -$1.13M | ﹤0.01% | 676 |
|
|
2024
Q1 | $1.57M | Buy |
31,904
+10,595
| +50% | +$520K | 0.01% | 440 |
|
|
2023
Q4 | $1.03M | Buy |
+21,309
| New | +$1.03M | ﹤0.01% | 512 |
|
|
2019
Q3 | – | Sell |
-6,974
| Closed | -$204K | – | 1001 |
|
|
2019
Q2 | $204K | Buy |
+6,974
| New | +$204K | ﹤0.01% | 954 |
|
|
2019
Q1 | – | Sell |
-31,559
| Closed | -$801K | – | 955 |
|
|
2018
Q4 | $801K | Sell |
31,559
-9,132
| -22% | -$232K | 0.01% | 546 |
|
|
2018
Q3 | $1.05M | Sell |
40,691
-22,355
| -35% | -$576K | 0.01% | 535 |
|
|
2018
Q2 | $1.44M | Buy |
63,046
+20,523
| +48% | +$467K | 0.01% | 426 |
|
|
2018
Q1 | $1.08M | Sell |
42,523
-1,342
| -3% | -$34.1K | 0.01% | 500 |
|
|
2017
Q4 | $1.15M | Buy |
43,865
+34,644
| +376% | +$908K | 0.01% | 503 |
|
|
2017
Q3 | $244K | Sell |
9,221
-81
| -0.9% | -$2.14K | ﹤0.01% | 971 |
|
|
2017
Q2 | $288K | Sell |
9,302
-17,222
| -65% | -$533K | ﹤0.01% | 953 |
|
|
2017
Q1 | $617K | Sell |
26,524
-146
| -0.5% | -$3.4K | ﹤0.01% | 758 |
|
|
2016
Q4 | $613K | Sell |
26,670
-408
| -2% | -$9.38K | ﹤0.01% | 760 |
|
|
2016
Q3 | $627K | Sell |
27,078
-228
| -0.8% | -$5.28K | ﹤0.01% | 751 |
|
|
2016
Q2 | $628K | Sell |
27,306
-135,297
| -83% | -$3.11M | ﹤0.01% | 707 |
|
|
2016
Q1 | $4.3M | Sell |
162,603
-5,834
| -3% | -$154K | 0.03% | 247 |
|
|
2015
Q4 | $5.61M | Sell |
168,437
-23,369
| -12% | -$778K | 0.04% | 231 |
|
|
2015
Q3 | $6.94M | Sell |
191,806
-35,994
| -16% | -$1.3M | 0.05% | 214 |
|
|
2015
Q2 | $6.75M | Sell |
227,800
-36,235
| -14% | -$1.07M | 0.04% | 233 |
|
|
2015
Q1 | $8.47M | Sell |
264,035
-15,393
| -6% | -$494K | 0.06% | 218 |
|
|
2014
Q4 | $9.41M | Buy |
279,428
+43,839
| +19% | +$1.48M | 0.06% | 200 |
|
|
2014
Q3 | $7.31M | Buy |
235,589
+85,261
| +57% | +$2.64M | 0.05% | 225 |
|
|
2014
Q2 | $5.04M | Buy |
150,328
+132,571
| +747% | +$4.44M | 0.03% | 265 |
|
|
2014
Q1 | $536K | Sell |
17,757
-758
| -4% | -$22.9K | ﹤0.01% | 878 |
|
|
2013
Q4 | $538K | Sell |
18,515
-356
| -2% | -$10.3K | ﹤0.01% | 879 |
|
|
2013
Q3 | $503K | Sell |
18,871
-5,928
| -24% | -$158K | ﹤0.01% | 874 |
|
|
2013
Q2 | $689K | Buy |
+24,799
| New | +$689K | ﹤0.01% | 885 |
|