Macquarie Group’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 | $1.09M | Sell |
19,900
-78,556
| -80% | -$4.31M | ﹤0.01% | 1362 |
|
|
2025
Q1 | $5.41M | Buy |
98,456
+26,865
| +38% | +$1.48M | 0.01% | 965 |
|
|
2024
Q4 | $3.78M | Buy |
71,591
+7,879
| +12% | +$416K | ﹤0.01% | 1010 |
|
|
2024
Q3 | $4.05M | Buy |
63,712
+22,649
| +55% | +$1.44M | ﹤0.01% | 1020 |
|
|
2024
Q2 | $2.23M | Buy |
41,063
+663
| +2% | +$36K | ﹤0.01% | 1198 |
|
|
2024
Q1 | $1.98M | Sell |
40,400
-63,970
| -61% | -$3.14M | ﹤0.01% | 1227 |
|
|
2023
Q4 | $5.05M | Buy |
104,370
+11,469
| +12% | +$555K | 0.01% | 968 |
|
|
2023
Q3 | $4M | Hold |
92,901
| – | – | 0.01% | 982 |
|
|
2023
Q2 | $2.96M | Sell |
92,901
-151,312
| -62% | -$4.82M | ﹤0.01% | 1065 |
|
|
2023
Q1 | $8.61M | Sell |
244,213
-363,475
| -60% | -$12.8M | 0.01% | 833 |
|
|
2022
Q4 | $22.2M | Sell |
607,688
-210,044
| -26% | -$7.67M | 0.03% | 670 |
|
|
2022
Q3 | $34.9M | Buy |
817,732
+723,394
| +767% | +$30.9M | 0.04% | 544 |
|
|
2022
Q2 | $3.33M | Buy |
94,338
+50,092
| +113% | +$1.77M | ﹤0.01% | 1142 |
|
|
2022
Q1 | $1.15K | Hold |
44,246
| – | – | ﹤0.01% | 1515 |
|
|
2021
Q4 | $1.04M | Hold |
44,246
| – | – | ﹤0.01% | 1548 |
|
|
2021
Q3 | $1.11M | Hold |
44,246
| – | – | ﹤0.01% | 1559 |
|
|
2021
Q2 | $1.04M | Sell |
44,246
-3,801
| -8% | -$89.3K | ﹤0.01% | 1590 |
|
|
2021
Q1 | $1.05M | Sell |
48,047
-2,068
| -4% | -$45.1K | ﹤0.01% | 1387 |
|
|
2020
Q4 | $795K | Buy |
50,115
+40,400
| +416% | +$641K | ﹤0.01% | 1365 |
|
|
2020
Q3 | $158K | Sell |
9,715
-639
| -6% | -$10.4K | ﹤0.01% | 1670 |
|
|
2020
Q2 | $148K | Buy |
10,354
+3,903
| +61% | +$55.8K | ﹤0.01% | 1628 |
|
|
2020
Q1 | $91K | Hold |
6,451
| – | – | ﹤0.01% | 1656 |
|
|
2019
Q4 | $151K | Buy |
6,451
+2,651
| +70% | +$62.1K | ﹤0.01% | 1684 |
|
|
2019
Q3 | $90K | Hold |
3,800
| – | – | ﹤0.01% | 1755 |
|
|
2019
Q2 | $111K | Hold |
3,800
| – | – | ﹤0.01% | 1678 |
|
|
2019
Q1 | $91K | Sell |
3,800
-300
| -7% | -$7.18K | ﹤0.01% | 1537 |
|
|
2018
Q4 | $104K | Sell |
4,100
-300
| -7% | -$7.61K | ﹤0.01% | 1493 |
|
|
2018
Q3 | $113K | Sell |
4,400
-4,300
| -49% | -$110K | ﹤0.01% | 1570 |
|
|
2018
Q2 | $198K | Sell |
8,700
-9,018
| -51% | -$205K | ﹤0.01% | 1660 |
|
|
2018
Q1 | $450K | Sell |
17,718
-1,282
| -7% | -$32.6K | ﹤0.01% | 1420 |
|
|
2017
Q4 | $868K | Sell |
19,000
-6,444
| -25% | -$294K | ﹤0.01% | 1278 |
|
|
2017
Q3 | $673K | Buy |
25,444
+20,400
| +404% | +$540K | ﹤0.01% | 1333 |
|
|
2017
Q2 | $156K | Hold |
5,044
| – | – | ﹤0.01% | 1447 |
|
|
2017
Q1 | $117K | Sell |
5,044
-856
| -15% | -$19.9K | ﹤0.01% | 1483 |
|
|
2016
Q4 | $135K | Sell |
5,900
-700
| -11% | -$16K | ﹤0.01% | 1470 |
|
|
2016
Q3 | $153K | Sell |
6,600
-6,600
| -50% | -$153K | ﹤0.01% | 1441 |
|
|
2016
Q2 | $304K | Sell |
13,200
-114,268
| -90% | -$2.63M | ﹤0.01% | 1437 |
|
|
2016
Q1 | $3.37M | Buy |
127,468
+120,868
| +1,831% | +$3.19M | 0.01% | 805 |
|
|
2015
Q4 | $220K | Hold |
6,600
| – | – | ﹤0.01% | 1323 |
|
|
2015
Q3 | $239K | Sell |
6,600
-6,400
| -49% | -$232K | ﹤0.01% | 1373 |
|
|
2015
Q2 | $385K | Hold |
13,000
| – | – | ﹤0.01% | 1342 |
|
|
2015
Q1 | $417K | Buy |
13,000
+4,800
| +59% | +$154K | ﹤0.01% | 1303 |
|
|
2014
Q4 | $276K | Buy |
8,200
+2,200
| +37% | +$74K | ﹤0.01% | 1366 |
|
|
2014
Q3 | $186K | Sell |
6,000
-4,700
| -44% | -$146K | ﹤0.01% | 1392 |
|
|
2014
Q2 | $359K | Sell |
10,700
-900
| -8% | -$30.2K | ﹤0.01% | 1362 |
|
|
2014
Q1 | $350K | Hold |
11,600
| – | – | ﹤0.01% | 1335 |
|
|
2013
Q4 | $337K | Buy |
11,600
+4,300
| +59% | +$125K | ﹤0.01% | 1296 |
|
|
2013
Q3 | $195K | Hold |
7,300
| – | – | ﹤0.01% | 1389 |
|
|
2013
Q2 | $203K | Buy |
+7,300
| New | +$203K | ﹤0.01% | 1369 |
|