Mariner’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 | $1.92M | Sell |
35,051
-8,350
| -19% | -$458K | ﹤0.01% | 1358 |
|
|
2025
Q1 | $2.38M | Sell |
43,401
-8,769
| -17% | -$482K | ﹤0.01% | 1146 |
|
|
2024
Q4 | $2.76M | Buy |
52,170
+5,027
| +11% | +$266K | ﹤0.01% | 1045 |
|
|
2024
Q3 | $3M | Buy |
47,143
+5,903
| +14% | +$375K | 0.01% | 995 |
|
|
2024
Q2 | $2.24M | Sell |
41,240
-3,995
| -9% | -$217K | ﹤0.01% | 1056 |
|
|
2024
Q1 | $2.22M | Buy |
45,235
+1,545
| +4% | +$75.9K | ﹤0.01% | 1059 |
|
|
2023
Q4 | $2.11M | Buy |
43,690
+20,927
| +92% | +$1.01M | 0.01% | 1035 |
|
|
2023
Q3 | $980K | Buy |
22,763
+3,236
| +17% | +$139K | ﹤0.01% | 1332 |
|
|
2023
Q2 | $622K | Sell |
19,527
-1,731
| -8% | -$55.2K | ﹤0.01% | 1594 |
|
|
2023
Q1 | $749K | Sell |
21,258
-3,164
| -13% | -$111K | ﹤0.01% | 1432 |
|
|
2022
Q4 | $892K | Buy |
24,422
+1,536
| +7% | +$56.1K | ﹤0.01% | 1304 |
|
|
2022
Q3 | $974K | Buy |
22,886
+1,493
| +7% | +$63.5K | ﹤0.01% | 1065 |
|
|
2022
Q2 | $755K | Sell |
21,393
-1,239
| -5% | -$43.7K | ﹤0.01% | 1008 |
|
|
2022
Q1 | $589K | Buy |
22,632
+509
| +2% | +$13.2K | ﹤0.01% | 1084 |
|
|
2021
Q4 | $521K | Buy |
22,123
+2,405
| +12% | +$56.6K | ﹤0.01% | 999 |
|
|
2021
Q3 | $493K | Buy |
19,718
+3,657
| +23% | +$91.4K | ﹤0.01% | 853 |
|
|
2021
Q2 | $377K | Buy |
16,061
+2,821
| +21% | +$66.2K | ﹤0.01% | 840 |
|
|
2021
Q1 | $289K | Buy |
+13,240
| New | +$289K | ﹤0.01% | 816 |
|
|
2020
Q2 | – | Sell |
-14,185
| Closed | -$201K | – | 736 |
|
|
2020
Q1 | $201K | Sell |
14,185
-6,322
| -31% | -$89.6K | ﹤0.01% | 700 |
|
|
2019
Q4 | $482K | Buy |
20,507
+81
| +0.4% | +$1.9K | 0.01% | 611 |
|
|
2019
Q3 | $482K | Buy |
20,426
+6,091
| +42% | +$144K | 0.01% | 605 |
|
|
2019
Q2 | $420K | Sell |
14,335
-554
| -4% | -$16.2K | 0.01% | 777 |
|
|
2019
Q1 | $356K | Buy |
14,889
+4,387
| +42% | +$105K | 0.01% | 758 |
|
|
2018
Q4 | $266K | Buy |
+10,502
| New | +$266K | ﹤0.01% | 698 |
|