LPL Financial’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.32M | Buy |
104,714
+39,348
| +60% | +$1.37M | ﹤0.01% | 3010 |
|
|
2025
Q4 | $2.85M | Sell |
65,366
-1,422
| -2% | -$66.5K | ﹤0.01% | 3058 |
|
|
2025
Q3 | $3.38M | Buy |
66,788
+3,430
| +5% | +$181K | ﹤0.01% | 2828 |
|
|
2025
Q2 | $3.48M | Sell |
63,358
-43,832
| -41% | -$2.53M | ﹤0.01% | 2610 |
|
|
2025
Q1 | $5.89M | Buy |
107,190
+8,598
| +9% | +$460K | ﹤0.01% | 2012 |
|
|
2024
Q4 | $5.21M | Buy |
98,592
+25,215
| +34% | +$1.48M | ﹤0.01% | 2053 |
|
|
2024
Q3 | $4.66M | Sell |
73,377
-2,875
| -4% | -$171K | ﹤0.01% | 2054 |
|
|
2024
Q2 | $4.14M | Sell |
76,252
-3,465
| -4% | -$172K | ﹤0.01% | 2011 |
|
|
2024
Q1 | $3.91M | Sell |
79,717
-13,822
| -15% | -$657K | ﹤0.01% | 1970 |
|
|
2023
Q4 | $4.52M | Buy |
93,539
+11,492
| +14% | +$512K | ﹤0.01% | 1752 |
|
|
2023
Q3 | $3.53M | Buy |
82,047
+3,047
| +4% | +$113K | ﹤0.01% | 1817 |
|
|
2023
Q2 | $2.52M | Sell |
79,000
-35,971
| -31% | -$1.16M | ﹤0.01% | 2052 |
|
|
2023
Q1 | $4.05M | Buy |
114,971
+7,192
| +7% | +$266K | ﹤0.01% | 1645 |
|
|
2022
Q4 | $3.94M | Buy |
107,779
+21,554
| +25% | +$876K | ﹤0.01% | 1605 |
|
|
2022
Q3 | $3.67M | Buy |
86,225
+28,910
| +50% | +$1.22M | ﹤0.01% | 1587 |
|
|
2022
Q2 | $2.02M | Buy |
57,315
+7,665
| +15% | +$237K | ﹤0.01% | 2023 |
|
|
2022
Q1 | $1.29M | Buy |
49,650
+509
| +1% | +$12.4K | ﹤0.01% | 2401 |
|
|
2021
Q4 | $1.16M | Sell |
49,141
-16,055
| -25% | -$389K | ﹤0.01% | 2534 |
|
|
2021
Q3 | $1.63M | Sell |
65,196
-10,643
| -14% | -$265K | ﹤0.01% | 2211 |
|
|
2021
Q2 | $1.78M | Buy |
75,839
+260
| +0.3% | +$6.16K | ﹤0.01% | 2072 |
|
|
2021
Q1 | $1.65M | Buy |
75,579
+3,000
| +4% | +$56.7K | ﹤0.01% | 1988 |
|
|
2020
Q4 | $1.15M | Buy |
72,579
+17,436
| +32% | +$301K | ﹤0.01% | 2071 |
|
|
2020
Q3 | $898K | Sell |
55,143
-1,715
| -3% | -$25.2K | ﹤0.01% | 2024 |
|
|
2020
Q2 | $812K | Buy |
56,858
+10,072
| +22% | +$159K | ﹤0.01% | 1999 |
|
|
2020
Q1 | $659K | Buy |
46,786
+15,720
| +51% | +$329K | ﹤0.01% | 1910 |
|
|
2019
Q4 | $729K | Buy |
31,066
+2,877
| +10% | +$69.1K | ﹤0.01% | 2068 |
|
|
2019
Q3 | $666K | Sell |
28,189
-1,100
| -4% | -$29.1K | ﹤0.01% | 2039 |
|
|
2019
Q2 | $858K | Sell |
29,289
-2,518
| -8% | -$67.7K | ﹤0.01% | 1839 |
|
|
2019
Q1 | $761K | Buy |
31,807
+584
| +2% | +$14.4K | ﹤0.01% | 1853 |
|
|
2018
Q4 | $792K | Sell |
31,223
-540
| -2% | -$14.4K | ﹤0.01% | 1703 |
|
|
2018
Q3 | $818K | Buy |
31,763
+5,242
| +20% | +$133K | ﹤0.01% | 1832 |
|
|
2018
Q2 | $604K | Buy |
26,521
+984
| +4% | +$26.1K | ﹤0.01% | 2032 |
|
|
2018
Q1 | $649K | Buy |
25,537
+3,009
| +13% | +$79.2K | ﹤0.01% | 1928 |
|
|
2017
Q4 | $591K | Sell |
22,528
-1,591
| -7% | -$41.3K | ﹤0.01% | 1916 |
|
|
2017
Q3 | $639K | Buy |
24,119
+2,899
| +14% | +$84.2K | ﹤0.01% | 1759 |
|
|
2017
Q2 | $656K | Buy |
21,220
+3,937
| +23% | +$103K | ﹤0.01% | 1675 |
|
|
2017
Q1 | $401K | Sell |
17,283
-13,329
| -44% | -$298K | ﹤0.01% | 1981 |
|
|
2016
Q4 | $701K | Buy |
30,612
+18,801
| +159% | +$430K | 0.01% | 1450 |
|
|
2016
Q3 | $267K | Sell |
11,811
-14,199
| -55% | -$332K | ﹤0.01% | 2210 |
|
|
2016
Q2 | $608K | Buy |
26,010
+7,091
| +37% | +$158K | 0.01% | 1506 |
|
|
2016
Q1 | $481K | Sell |
18,919
-3,343
| -15% | -$105K | ﹤0.01% | 2182 |
|
|
2015
Q4 | $740K | Buy |
22,262
+4,462
| +25% | +$159K | ﹤0.01% | 1919 |
|
|
2015
Q3 | $640K | Buy |
17,800
+2,821
| +19% | +$95.5K | ﹤0.01% | 1574 |
|
|
2015
Q2 | $448K | Sell |
14,979
-3,153
| -17% | -$98.9K | ﹤0.01% | 1981 |
|
|
2015
Q1 | $586K | Sell |
18,132
-8,426
| -32% | -$282K | ﹤0.01% | 1738 |
|
|
2014
Q4 | $894K | Buy |
26,558
+9,317
| +54% | +$298K | ﹤0.01% | 1391 |
|
|
2014
Q3 | $526K | Buy |
17,241
+10,536
| +157% | +$344K | ﹤0.01% | 1744 |
|
|
2014
Q2 | $225K | Buy |
+6,705
| New | +$200K | ﹤0.01% | 2401 |
|
Other funds holding HRB
VPM
VCM
