MetLife Investment 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
Sell
-75,526
Closed -$4.15M 2877
2025
Q1
$4.15M Sell
75,526
-2,949
-4% -$162K 0.02% 714
2024
Q4
$4.15M Buy
78,475
+5,110
+7% +$270K 0.02% 672
2024
Q3
$4.66M Sell
73,365
-1,350
-2% -$85.8K 0.03% 568
2024
Q2
$4.05M Sell
74,715
-5,854
-7% -$317K 0.02% 607
2024
Q1
$3.96M Sell
80,569
-4,512
-5% -$222K 0.03% 624
2023
Q4
$4.12M Sell
85,081
-6,277
-7% -$304K 0.03% 588
2023
Q3
$3.93M Sell
91,358
-3,989
-4% -$172K 0.03% 565
2023
Q2
$3.04M Sell
95,347
-3,038
-3% -$96.8K 0.02% 742
2023
Q1
$3.47M Sell
98,385
-4,600
-4% -$162K 0.02% 662
2022
Q4
$3.76M Sell
102,985
-4,967
-5% -$181K 0.03% 600
2022
Q3
$4.59M Sell
107,952
-1,493
-1% -$63.5K 0.04% 447
2022
Q2
$3.87M Sell
109,445
-2,897
-3% -$102K 0.03% 581
2022
Q1
$2.93M Buy
112,342
+27,230
+32% +$709K 0.02% 826
2021
Q4
$2.01M Sell
85,112
-427
-0.5% -$10.1K 0.02% 866
2021
Q3
$2.14M Sell
85,539
-5,117
-6% -$128K 0.02% 835
2021
Q2
$2.13M Sell
90,656
-4,086
-4% -$95.9K 0.02% 851
2021
Q1
$2.07M Sell
94,742
-5,627
-6% -$123K 0.02% 858
2020
Q4
$1.59M Sell
100,369
-10,072
-9% -$160K 0.02% 928
2020
Q3
$1.8M Buy
110,441
+60,525
+121% +$986K 0.02% 767
2020
Q2
$713K Sell
49,916
-411
-0.8% -$5.87K 0.01% 1187
2020
Q1
$709K Sell
50,327
-1,539
-3% -$21.7K 0.01% 1046
2019
Q4
$1.22M Sell
51,866
-2,757
-5% -$64.7K 0.01% 1000
2019
Q3
$1.29M Sell
54,623
-1,412
-3% -$33.4K 0.01% 955
2019
Q2
$1.64M Sell
56,035
-2,388
-4% -$70K 0.02% 899
2019
Q1
$1.4M Sell
58,423
-353
-0.6% -$8.45K 0.02% 950
2018
Q4
$1.49M Sell
58,776
-1,010
-2% -$25.6K 0.02% 885
2018
Q3
$1.54M Sell
59,786
-1,798
-3% -$46.3K 0.02% 962
2018
Q2
$1.4M Sell
61,584
-1,329
-2% -$30.3K 0.02% 902
2018
Q1
$1.6M Sell
62,913
-1,770
-3% -$45K 0.02% 846
2017
Q4
$1.7M Buy
+64,683
New +$1.7M 0.02% 842