Man 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 | $19.7M | Sell |
359,462
-134,040
| -27% | -$7.36M | 0.04% | 456 |
|
2025
Q1 | $27.1M | Buy |
493,502
+420,883
| +580% | +$23.1M | 0.07% | 286 |
|
2024
Q4 | $3.84M | Buy |
72,619
+42,359
| +140% | +$2.24M | 0.01% | 981 |
|
2024
Q3 | $1.92M | Buy |
30,260
+25,353
| +517% | +$1.61M | 0.01% | 1205 |
|
2024
Q2 | $266K | Sell |
4,907
-381,336
| -99% | -$20.7M | ﹤0.01% | 1677 |
|
2024
Q1 | $19M | Sell |
386,243
-178,650
| -32% | -$8.77M | 0.05% | 424 |
|
2023
Q4 | $27.3M | Buy |
+564,893
| New | +$27.3M | 0.08% | 293 |
|
2023
Q3 | – | Sell |
-653,206
| Closed | -$20.8M | – | 262 |
|
2023
Q2 | $20.8M | Buy |
+653,206
| New | +$20.8M | 0.06% | 373 |
|
2023
Q1 | – | Sell |
-404,132
| Closed | -$14.8M | – | 653 |
|
2022
Q4 | $14.8M | Buy |
404,132
+119,989
| +42% | +$4.38M | 0.05% | 422 |
|
2022
Q3 | $12.1M | Buy |
+284,143
| New | +$12.1M | 0.06% | 414 |
|
2022
Q2 | – | Sell |
-87,325
| Closed | -$2.27M | – | 481 |
|
2022
Q1 | $2.27M | Buy |
87,325
+17,128
| +24% | +$446K | 0.01% | 1177 |
|
2021
Q4 | $1.65M | Sell |
70,197
-44,528
| -39% | -$1.05M | 0.01% | 1210 |
|
2021
Q3 | $2.87M | Sell |
114,725
-614,070
| -84% | -$15.4M | 0.01% | 1057 |
|
2021
Q2 | $17.1M | Sell |
728,795
-475,679
| -39% | -$11.2M | 0.06% | 358 |
|
2021
Q1 | $26.3M | Sell |
1,204,474
-16,454
| -1% | -$359K | 0.12% | 182 |
|
2020
Q4 | $19.4M | Sell |
1,220,928
-591,624
| -33% | -$9.38M | 0.09% | 230 |
|
2020
Q3 | $29.5M | Buy |
1,812,552
+1,340,378
| +284% | +$21.8M | 0.12% | 180 |
|
2020
Q2 | $6.74M | Buy |
472,174
+374,200
| +382% | +$5.34M | 0.03% | 531 |
|
2020
Q1 | $1.38M | Sell |
97,974
-717,451
| -88% | -$10.1M | 0.01% | 1018 |
|
2019
Q4 | $19.1M | Sell |
815,425
-293,496
| -26% | -$6.89M | 0.06% | 368 |
|
2019
Q3 | $26.2M | Sell |
1,108,921
-231,365
| -17% | -$5.46M | 0.1% | 251 |
|
2019
Q2 | $39.3M | Sell |
1,340,286
-951,064
| -42% | -$27.9M | 0.14% | 162 |
|
2019
Q1 | $54.9M | Sell |
2,291,350
-661,700
| -22% | -$15.8M | 0.21% | 101 |
|
2018
Q4 | $74.9M | Buy |
2,953,050
+2,345,733
| +386% | +$59.5M | 0.33% | 52 |
|
2018
Q3 | $15.6M | Sell |
607,317
-113,695
| -16% | -$2.93M | 0.06% | 408 |
|
2018
Q2 | $16.4M | Buy |
721,012
+509,871
| +241% | +$11.6M | 0.07% | 326 |
|
2018
Q1 | $5.37M | Buy |
+211,141
| New | +$5.37M | 0.02% | 794 |
|