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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.38M | Buy |
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|
2025
Q2 | $3.48M | Sell |
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|
2025
Q1 | $5.89M | Buy |
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|
2024
Q4 | $5.21M | Buy |
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|
2024
Q3 | $4.66M | Sell |
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|
2024
Q2 | $4.14M | Sell |
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|
2024
Q1 | $3.91M | Sell |
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|
2023
Q4 | $4.52M | Buy |
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|
2023
Q3 | $3.53M | Buy |
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|
2023
Q2 | $2.52M | Sell |
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|
2023
Q1 | $4.05M | Buy |
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|
2022
Q4 | $3.94M | Buy |
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|
2022
Q3 | $3.67M | Buy |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $898K | Sell |
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|
2020
Q2 | $812K | Buy |
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|
2020
Q1 | $659K | Buy |
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|
2019
Q4 | $729K | Buy |
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|
2019
Q3 | $666K | Sell |
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|
2019
Q2 | $858K | Sell |
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|
2019
Q1 | $761K | Buy |
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|
2018
Q4 | $792K | Sell |
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|
2018
Q3 | $818K | Buy |
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|
2018
Q2 | $604K | Buy |
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|
2018
Q1 | $649K | Buy |
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|
2017
Q4 | $591K | Sell |
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|
2017
Q3 | $639K | Buy |
|
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|
2017
Q2 | $656K | Buy |
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|
2017
Q1 | $401K | Sell |
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|
2016
Q4 | $701K | Buy |
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|
2016
Q3 | $267K | Sell |
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|
2016
Q2 | $608K | Buy |
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|
2016
Q1 | $481K | Sell |
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|
2015
Q4 | $740K | Buy |
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|
2015
Q3 | $640K | Buy |
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|
2015
Q2 | $448K | Sell |
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|
2015
Q1 | $586K | Sell |
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|
2014
Q4 | $894K | Buy |
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|
2014
Q3 | $526K | Buy |
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|
2014
Q2 | $225K | Buy |
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