MML Investors Services’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 | $840K | Sell |
15,312
-5,832
| -28% | -$320K | ﹤0.01% | 1759 |
|
|
2025
Q1 | $1.16M | Buy |
21,144
+4,281
| +25% | +$235K | ﹤0.01% | 1483 |
|
|
2024
Q4 | $891K | Buy |
16,863
+1,308
| +8% | +$69.1K | ﹤0.01% | 1581 |
|
|
2024
Q3 | $989K | Sell |
15,555
-1,163
| -7% | -$73.9K | ﹤0.01% | 1460 |
|
|
2024
Q2 | $907K | Sell |
16,718
-582
| -3% | -$31.6K | ﹤0.01% | 1453 |
|
|
2024
Q1 | $850K | Sell |
17,300
-495
| -3% | -$24.3K | ﹤0.01% | 1503 |
|
|
2023
Q4 | $861K | Sell |
17,795
-10,085
| -36% | -$488K | ﹤0.01% | 1451 |
|
|
2023
Q3 | $1.2M | Buy |
27,880
+12,407
| +80% | +$534K | 0.01% | 1142 |
|
|
2023
Q2 | $493K | Buy |
+15,473
| New | +$493K | ﹤0.01% | 1637 |
|
|
2023
Q1 | – | Sell |
-18,933
| Closed | -$691K | – | 2168 |
|
|
2022
Q4 | $691K | Buy |
18,933
+2,201
| +13% | +$80.3K | ﹤0.01% | 1331 |
|
|
2022
Q3 | $712K | Buy |
16,732
+1,020
| +6% | +$43.4K | 0.01% | 1241 |
|
|
2022
Q2 | $555K | Sell |
15,712
-980
| -6% | -$34.6K | ﹤0.01% | 1353 |
|
|
2022
Q1 | $435K | Buy |
16,692
+7,757
| +87% | +$202K | ﹤0.01% | 1532 |
|
|
2021
Q4 | $210K | Buy |
8,935
+550
| +7% | +$12.9K | ﹤0.01% | 1903 |
|
|
2021
Q3 | $210K | Buy |
+8,385
| New | +$210K | ﹤0.01% | 1839 |
|
|
2021
Q1 | – | Sell |
-29,435
| Closed | -$467K | – | 1815 |
|
|
2020
Q4 | $467K | Sell |
29,435
-16,782
| -36% | -$266K | 0.01% | 1186 |
|
|
2020
Q3 | $753K | Sell |
46,217
-2,852
| -6% | -$46.5K | 0.01% | 879 |
|
|
2020
Q2 | $701K | Buy |
49,069
+31,846
| +185% | +$455K | 0.01% | 869 |
|
|
2020
Q1 | $243K | Buy |
17,223
+3,331
| +24% | +$47K | ﹤0.01% | 1175 |
|
|
2019
Q4 | $326K | Buy |
13,892
+1,647
| +13% | +$38.7K | ﹤0.01% | 1194 |
|
|
2019
Q3 | $289K | Sell |
12,245
-9,243
| -43% | -$218K | ﹤0.01% | 1209 |
|
|
2019
Q2 | $630K | Sell |
21,488
-396
| -2% | -$11.6K | 0.01% | 919 |
|
|
2019
Q1 | $524K | Buy |
21,884
+3,807
| +21% | +$91.2K | 0.01% | 984 |
|
|
2018
Q4 | $459K | Buy |
18,077
+8,940
| +98% | +$227K | 0.01% | 950 |
|
|
2018
Q3 | $235K | Buy |
+9,137
| New | +$235K | ﹤0.01% | 1409 |
|
|
2018
Q1 | – | Sell |
-9,623
| Closed | -$252K | – | 1417 |
|
|
2017
Q4 | $252K | Sell |
9,623
-1,256
| -12% | -$32.9K | ﹤0.01% | 1174 |
|
|
2017
Q3 | $288K | Buy |
10,879
+1,179
| +12% | +$31.2K | 0.01% | 1034 |
|
|
2017
Q2 | $300K | Sell |
9,700
-2,210
| -19% | -$68.4K | 0.01% | 978 |
|
|
2017
Q1 | $277K | Buy |
+11,910
| New | +$277K | 0.01% | 623 |
|