LSV Asset 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 | $88.3M | Sell |
1,609,281
-58,371
| -4% | -$3.2M | 0.21% | 142 |
|
|
2025
Q1 | $91.6M | Buy |
1,667,652
+209,019
| +14% | +$11.5M | 0.22% | 133 |
|
|
2024
Q4 | $77.1M | Sell |
1,458,633
-66,518
| -4% | -$3.51M | 0.18% | 157 |
|
|
2024
Q3 | $96.9M | Sell |
1,525,151
-50,340
| -3% | -$3.2M | 0.21% | 142 |
|
|
2024
Q2 | $85.4M | Sell |
1,575,491
-40,870
| -3% | -$2.22M | 0.19% | 150 |
|
|
2024
Q1 | $79.4M | Sell |
1,616,361
-64,339
| -4% | -$3.16M | 0.16% | 167 |
|
|
2023
Q4 | $81.3M | Sell |
1,680,700
-14,515
| -0.9% | -$702K | 0.18% | 167 |
|
|
2023
Q3 | $73M | Sell |
1,695,215
-132,875
| -7% | -$5.72M | 0.17% | 171 |
|
|
2023
Q2 | $58.3M | Sell |
1,828,090
-88,525
| -5% | -$2.82M | 0.13% | 202 |
|
|
2023
Q1 | $67.6M | Sell |
1,916,615
-149,466
| -7% | -$5.27M | 0.15% | 184 |
|
|
2022
Q4 | $75.4M | Buy |
2,066,081
+27,763
| +1% | +$1.01M | 0.17% | 171 |
|
|
2022
Q3 | $86.7M | Sell |
2,038,318
-98,297
| -5% | -$4.18M | 0.2% | 151 |
|
|
2022
Q2 | $75.5M | Sell |
2,136,615
-236,400
| -10% | -$8.35M | 0.16% | 164 |
|
|
2022
Q1 | $61.8M | Sell |
2,373,015
-22,285
| -0.9% | -$580K | 0.11% | 208 |
|
|
2021
Q4 | $56.4M | Buy |
2,395,300
+190,720
| +9% | +$4.49M | 0.1% | 219 |
|
|
2021
Q3 | $55.1M | Sell |
2,204,580
-19,153
| -0.9% | -$479K | 0.1% | 224 |
|
|
2021
Q2 | $52.2M | Buy |
2,223,733
+588,500
| +36% | +$13.8M | 0.09% | 236 |
|
|
2021
Q1 | $35.6M | Buy |
1,635,233
+616,534
| +61% | +$13.4M | 0.06% | 288 |
|
|
2020
Q4 | $16.2M | Buy |
1,018,699
+480,399
| +89% | +$7.62M | 0.03% | 403 |
|
|
2020
Q3 | $8.77M | Buy |
538,300
+298,900
| +125% | +$4.87M | 0.02% | 448 |
|
|
2020
Q2 | $3.42M | Sell |
239,400
-25,200
| -10% | -$360K | 0.01% | 605 |
|
|
2020
Q1 | $3.73M | Buy |
264,600
+116,200
| +78% | +$1.64M | 0.01% | 542 |
|
|
2019
Q4 | $3.48M | Buy |
148,400
+31,900
| +27% | +$749K | 0.01% | 615 |
|
|
2019
Q3 | $2.75M | Hold |
116,500
| – | – | ﹤0.01% | 633 |
|
|
2019
Q2 | $3.41M | Sell |
116,500
-2,000
| -2% | -$58.6K | 0.01% | 609 |
|
|
2019
Q1 | $2.84M | Hold |
118,500
| – | – | ﹤0.01% | 638 |
|
|
2018
Q4 | $3.01M | Sell |
118,500
-2,200
| -2% | -$55.8K | 0.01% | 628 |
|
|
2018
Q3 | $3.11M | Hold |
120,700
| – | – | ﹤0.01% | 661 |
|
|
2018
Q2 | $2.75M | Sell |
120,700
-600
| -0.5% | -$13.7K | ﹤0.01% | 695 |
|
|
2018
Q1 | $3.08M | Sell |
121,300
-2,000
| -2% | -$50.8K | ﹤0.01% | 658 |
|
|
2017
Q4 | $3.23M | Hold |
123,300
| – | – | 0.01% | 652 |
|
|
2017
Q3 | $3.26M | Buy |
123,300
+12,300
| +11% | +$326K | 0.01% | 659 |
|
|
2017
Q2 | $3.43M | Buy |
111,000
+8,800
| +9% | +$272K | 0.01% | 636 |
|
|
2017
Q1 | $2.38M | Buy |
102,200
+62,800
| +159% | +$1.46M | ﹤0.01% | 680 |
|
|
2016
Q4 | $905K | Buy |
39,400
+18,500
| +89% | +$425K | ﹤0.01% | 812 |
|
|
2016
Q3 | $483K | Buy |
+20,900
| New | +$483K | ﹤0.01% | 852 |
|
|
2013
Q3 | – | Sell |
-155,500
| Closed | -$4.32M | – | 988 |
|
|
2013
Q2 | $4.32M | Buy |
+155,500
| New | +$4.32M | 0.01% | 476 |
|