Natixis Advisors’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 | $1.77M | Buy |
32,284
+870
| +3% | +$47.8K | ﹤0.01% | 1121 |
|
|
2025
Q1 | $1.73M | Buy |
31,414
+5,533
| +21% | +$304K | ﹤0.01% | 1126 |
|
|
2024
Q4 | $1.37M | Buy |
25,881
+79
| +0.3% | +$4.18K | ﹤0.01% | 1213 |
|
|
2024
Q3 | $1.64M | Buy |
25,802
+2,113
| +9% | +$134K | ﹤0.01% | 1146 |
|
|
2024
Q2 | $1.29M | Buy |
23,689
+738
| +3% | +$40K | ﹤0.01% | 1175 |
|
|
2024
Q1 | $1.13M | Buy |
22,951
+3,511
| +18% | +$172K | ﹤0.01% | 1185 |
|
|
2023
Q4 | $940K | Buy |
19,440
+4,372
| +29% | +$211K | ﹤0.01% | 1224 |
|
|
2023
Q3 | $649K | Buy |
15,068
+2,664
| +21% | +$115K | ﹤0.01% | 1293 |
|
|
2023
Q2 | $395K | Sell |
12,404
-6,809
| -35% | -$217K | ﹤0.01% | 1385 |
|
|
2023
Q1 | $677K | Buy |
19,213
+2,334
| +14% | +$82.2K | ﹤0.01% | 1227 |
|
|
2022
Q4 | $616K | Sell |
16,879
-1,567
| -8% | -$57.2K | ﹤0.01% | 1257 |
|
|
2022
Q3 | $785K | Buy |
18,446
+4,292
| +30% | +$183K | ﹤0.01% | 1167 |
|
|
2022
Q2 | $500K | Buy |
+14,154
| New | +$500K | ﹤0.01% | 1277 |
|
|
2019
Q4 | – | Sell |
-33,394
| Closed | -$789K | – | 1130 |
|
|
2019
Q3 | $789K | Sell |
33,394
-2,433
| -7% | -$57.5K | 0.01% | 980 |
|
|
2019
Q2 | $1.05M | Sell |
35,827
-4,120
| -10% | -$121K | 0.01% | 921 |
|
|
2019
Q1 | $956K | Sell |
39,947
-3,812
| -9% | -$91.2K | 0.01% | 926 |
|
|
2018
Q4 | $1.11M | Sell |
43,759
-354
| -0.8% | -$8.98K | 0.01% | 878 |
|
|
2018
Q3 | $1.14M | Buy |
+44,113
| New | +$1.14M | 0.01% | 918 |
|
|
2018
Q1 | – | Sell |
-10,275
| Closed | -$269K | – | 1060 |
|
|
2017
Q4 | $269K | Sell |
10,275
-14,217
| -58% | -$372K | ﹤0.01% | 1019 |
|
|
2017
Q3 | $648K | Buy |
+24,492
| New | +$648K | 0.01% | 947 |
|
|
2016
Q4 | – | Sell |
-174,413
| Closed | -$4.04M | – | 1029 |
|
|
2016
Q3 | $4.04M | Sell |
174,413
-745
| -0.4% | -$17.2K | 0.05% | 434 |
|
|
2016
Q2 | $4.03M | Buy |
175,158
+26,264
| +18% | +$604K | 0.06% | 427 |
|
|
2016
Q1 | $3.93M | Buy |
148,894
+137,320
| +1,186% | +$3.63M | 0.06% | 423 |
|
|
2015
Q4 | $386K | Buy |
11,574
+299
| +3% | +$9.97K | 0.01% | 917 |
|
|
2015
Q3 | $408K | Buy |
11,275
+1,244
| +12% | +$45K | 0.01% | 918 |
|
|
2015
Q2 | $297K | Buy |
+10,031
| New | +$297K | 0.01% | 970 |
|
|
2015
Q1 | – | Sell |
-10,395
| Closed | -$350K | – | 1014 |
|
|
2014
Q4 | $350K | Sell |
10,395
-1,542
| -13% | -$51.9K | 0.01% | 973 |
|
|
2014
Q3 | $370K | Buy |
11,937
+754
| +7% | +$23.4K | 0.01% | 946 |
|
|
2014
Q2 | $375K | Buy |
11,183
+1,679
| +18% | +$56.3K | 0.01% | 1079 |
|
|
2014
Q1 | $287K | Buy |
+9,504
| New | +$287K | ﹤0.01% | 1088 |
|