Mackenzie Financial’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 | $5.87M | Buy |
106,993
+80,436
| +303% | +$4.42M | 0.01% | 574 |
|
|
2025
Q1 | $1.46M | Sell |
26,557
-31,996
| -55% | -$1.76M | ﹤0.01% | 869 |
|
|
2024
Q4 | $3.09M | Sell |
58,553
-2,758
| -4% | -$146K | ﹤0.01% | 658 |
|
|
2024
Q3 | $3.9M | Sell |
61,311
-100,044
| -62% | -$6.36M | 0.01% | 593 |
|
|
2024
Q2 | $8.75M | Buy |
161,355
+38,017
| +31% | +$2.06M | 0.01% | 458 |
|
|
2024
Q1 | $6.06M | Buy |
123,338
+538
| +0.4% | +$26.4K | 0.01% | 527 |
|
|
2023
Q4 | $5.94M | Buy |
122,800
+30,959
| +34% | +$1.5M | 0.01% | 527 |
|
|
2023
Q3 | $3.8M | Sell |
91,841
-80,157
| -47% | -$3.32M | 0.01% | 589 |
|
|
2023
Q2 | $5.57M | Buy |
171,998
+73,773
| +75% | +$2.39M | 0.01% | 532 |
|
|
2023
Q1 | $3.46M | Buy |
98,225
+84,129
| +597% | +$2.97M | 0.01% | 621 |
|
|
2022
Q4 | $515K | Sell |
14,096
-3,900
| -22% | -$142K | ﹤0.01% | 922 |
|
|
2022
Q3 | $766K | Buy |
17,996
+4,879
| +37% | +$208K | ﹤0.01% | 860 |
|
|
2022
Q2 | $463K | Buy |
+13,117
| New | +$463K | ﹤0.01% | 962 |
|
|
2021
Q3 | – | Sell |
-9,000
| Closed | -$211K | – | 1451 |
|
|
2021
Q2 | $211K | Buy |
+9,000
| New | +$211K | ﹤0.01% | 1152 |
|
|
2019
Q3 | – | Sell |
-36,664
| Closed | -$1.07M | – | 1045 |
|
|
2019
Q2 | $1.07M | Sell |
36,664
-6,122
| -14% | -$179K | ﹤0.01% | 739 |
|
|
2019
Q1 | $1.02M | Buy |
42,786
+17,223
| +67% | +$412K | ﹤0.01% | 917 |
|
|
2018
Q4 | $649K | Buy |
25,563
+2,699
| +12% | +$68.5K | ﹤0.01% | 884 |
|
|
2018
Q3 | $589K | Buy |
22,864
+7,848
| +52% | +$202K | ﹤0.01% | 847 |
|
|
2018
Q2 | $342K | Buy |
15,016
+3,185
| +27% | +$72.5K | ﹤0.01% | 856 |
|
|
2018
Q1 | $301K | Buy |
+11,831
| New | +$301K | ﹤0.01% | 809 |
|