Los Angeles Capital Management’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 | $3.56M | Sell |
64,905
-302,484
| -82% | -$16.6M | 0.01% | 357 |
|
|
2025
Q1 | $20.2M | Buy |
367,389
+151,224
| +70% | +$8.3M | 0.09% | 165 |
|
|
2024
Q4 | $11.4M | Buy |
216,165
+118,857
| +122% | +$6.28M | 0.05% | 238 |
|
|
2024
Q3 | $6.18M | Sell |
97,308
-74,293
| -43% | -$4.72M | 0.03% | 294 |
|
|
2024
Q2 | $9.31M | Buy |
171,601
+2,581
| +2% | +$140K | 0.03% | 273 |
|
|
2024
Q1 | $8.3M | Sell |
169,020
-178,127
| -51% | -$8.75M | 0.03% | 304 |
|
|
2023
Q4 | $16.8M | Sell |
347,147
-108,605
| -24% | -$5.25M | 0.06% | 212 |
|
|
2023
Q3 | $19.6M | Sell |
455,752
-199,942
| -30% | -$8.61M | 0.08% | 195 |
|
|
2023
Q2 | $20.9M | Sell |
655,694
-801,277
| -55% | -$25.5M | 0.08% | 195 |
|
|
2023
Q1 | $51.4M | Buy |
1,456,971
+330,769
| +29% | +$11.7M | 0.23% | 100 |
|
|
2022
Q4 | $41.1M | Buy |
1,126,202
+981,683
| +679% | +$35.8M | 0.2% | 117 |
|
|
2022
Q3 | $6.15M | Buy |
+144,519
| New | +$6.15M | 0.03% | 332 |
|
|
2021
Q2 | – | Sell |
-167,249
| Closed | -$3.65M | – | 1601 |
|
|
2021
Q1 | $3.65M | Sell |
167,249
-364,827
| -69% | -$7.95M | 0.02% | 473 |
|
|
2020
Q4 | $8.44M | Sell |
532,076
-29,098
| -5% | -$462K | 0.04% | 311 |
|
|
2020
Q3 | $9.14M | Sell |
561,174
-1,218,096
| -68% | -$19.8M | 0.04% | 264 |
|
|
2020
Q2 | $25.4M | Sell |
1,779,270
-388,481
| -18% | -$5.55M | 0.12% | 169 |
|
|
2020
Q1 | $30.5M | Sell |
2,167,751
-177,424
| -8% | -$2.5M | 0.19% | 114 |
|
|
2019
Q4 | $55.1M | Sell |
2,345,175
-843,040
| -26% | -$19.8M | 0.27% | 96 |
|
|
2019
Q3 | $75.3M | Buy |
3,188,215
+1,043,344
| +49% | +$24.6M | 0.41% | 65 |
|
|
2019
Q2 | $62.8M | Buy |
2,144,871
+996,764
| +87% | +$29.2M | 0.34% | 74 |
|
|
2019
Q1 | $27.5M | Buy |
1,148,107
+211,459
| +23% | +$5.06M | 0.15% | 153 |
|
|
2018
Q4 | $23.8M | Buy |
936,648
+67,339
| +8% | +$1.71M | 0.15% | 157 |
|
|
2018
Q3 | $22.4M | Sell |
869,309
-64,205
| -7% | -$1.65M | 0.12% | 207 |
|
|
2018
Q2 | $21.3M | Sell |
933,514
-279,479
| -23% | -$6.37M | 0.12% | 217 |
|
|
2018
Q1 | $30.8M | Buy |
1,212,993
+977,700
| +416% | +$24.8M | 0.17% | 159 |
|
|
2017
Q4 | $6.17M | Buy |
235,293
+85,420
| +57% | +$2.24M | 0.03% | 416 |
|
|
2017
Q3 | $3.97M | Hold |
149,873
| – | – | 0.02% | 472 |
|
|
2017
Q2 | $4.63M | Sell |
149,873
-63,211
| -30% | -$1.95M | 0.03% | 452 |
|
|
2017
Q1 | $4.95M | Sell |
213,084
-474,495
| -69% | -$11M | 0.04% | 407 |
|
|
2016
Q4 | $15.8M | Buy |
687,579
+14,553
| +2% | +$335K | 0.12% | 216 |
|
|
2016
Q3 | $15.6M | Buy |
673,026
+193,026
| +40% | +$4.47M | 0.13% | 214 |
|
|
2016
Q2 | $11M | Buy |
480,000
+309,087
| +181% | +$7.11M | 0.09% | 249 |
|
|
2016
Q1 | $4.52M | Buy |
170,913
+78,003
| +84% | +$2.06M | 0.04% | 328 |
|
|
2015
Q4 | $3.1M | Sell |
92,910
-525
| -0.6% | -$17.5K | 0.03% | 421 |
|
|
2015
Q3 | $3.38M | Hold |
93,435
| – | – | 0.03% | 420 |
|
|
2015
Q2 | $2.77M | Hold |
93,435
| – | – | 0.03% | 493 |
|
|
2015
Q1 | $3M | Buy |
+93,435
| New | +$3M | 0.03% | 463 |
|
|
2014
Q2 | – | Sell |
-54,538
| Closed | -$1.65M | – | 1241 |
|
|
2014
Q1 | $1.65M | Buy |
54,538
+30,700
| +129% | +$927K | 0.02% | 531 |
|
|
2013
Q4 | $692K | Sell |
23,838
-147,300
| -86% | -$4.28M | 0.01% | 797 |
|
|
2013
Q3 | $4.56M | Buy |
171,138
+27,103
| +19% | +$723K | 0.06% | 351 |
|
|
2013
Q2 | $4M | Buy |
+144,035
| New | +$4M | 0.06% | 337 |
|