Nisa Investment 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 | $4.34M | Buy |
78,415
+17,530
| +29% | +$970K | 0.02% | 443 |
|
|
2025
Q1 | $3.37M | Sell |
60,885
-11,597
| -16% | -$642K | 0.02% | 515 |
|
|
2024
Q4 | $3.86M | Sell |
72,482
-10,845
| -13% | -$577K | 0.02% | 512 |
|
|
2024
Q3 | $5.33M | Sell |
83,327
-63,953
| -43% | -$4.09M | 0.03% | 424 |
|
|
2024
Q2 | $8.03M | Buy |
147,280
+8,791
| +6% | +$480K | 0.05% | 320 |
|
|
2024
Q1 | $6.85M | Sell |
138,489
-16,565
| -11% | -$819K | 0.04% | 357 |
|
|
2023
Q4 | $7.5M | Buy |
155,054
+38,476
| +33% | +$1.86M | 0.05% | 310 |
|
|
2023
Q3 | $5.02M | Sell |
116,578
-23,243
| -17% | -$1M | 0.04% | 405 |
|
|
2023
Q2 | $4.46M | Sell |
139,821
-10,179
| -7% | -$324K | 0.03% | 461 |
|
|
2023
Q1 | $5.29M | Buy |
150,000
+31,897
| +27% | +$1.12M | 0.04% | 406 |
|
|
2022
Q4 | $4.31M | Buy |
118,103
+7,730
| +7% | +$282K | 0.03% | 488 |
|
|
2022
Q3 | $4.68M | Buy |
110,373
+39,603
| +56% | +$1.68M | 0.04% | 391 |
|
|
2022
Q2 | $2.5M | Buy |
70,770
+1,900
| +3% | +$67.1K | 0.02% | 575 |
|
|
2022
Q1 | $1.79M | Buy |
+68,870
| New | +$1.79M | 0.01% | 696 |
|
|
2021
Q4 | – | Sell |
-75,360
| Closed | -$1.88K | – | 2280 |
|
|
2021
Q3 | $1.88K | Hold |
75,360
| – | – | 0.01% | 716 |
|
|
2021
Q2 | $1.77K | Hold |
75,360
| – | – | 0.01% | 752 |
|
|
2021
Q1 | $1.64K | Sell |
75,360
-6,000
| -7% | -$131 | 0.01% | 774 |
|
|
2020
Q4 | $1.29M | Buy |
81,360
+13,500
| +20% | +$214K | 0.01% | 829 |
|
|
2020
Q3 | $1.11M | Sell |
67,860
-9,300
| -12% | -$151K | 0.01% | 776 |
|
|
2020
Q2 | $1.1M | Buy |
77,160
+13,100
| +20% | +$187K | 0.01% | 761 |
|
|
2020
Q1 | $902K | Sell |
64,060
-300
| -0.5% | -$4.22K | 0.01% | 739 |
|
|
2019
Q4 | $1.51M | Sell |
64,360
-73,674
| -53% | -$1.73M | 0.01% | 743 |
|
|
2019
Q3 | $3.26M | Buy |
138,034
+7,471
| +6% | +$176K | 0.03% | 485 |
|
|
2019
Q2 | $3.83M | Sell |
130,563
-6,432
| -5% | -$188K | 0.04% | 430 |
|
|
2019
Q1 | $3.28M | Buy |
136,995
+1,058
| +0.8% | +$25.3K | 0.03% | 473 |
|
|
2018
Q4 | $3.45M | Buy |
135,937
+36,642
| +37% | +$930K | 0.04% | 412 |
|
|
2018
Q3 | $2.56M | Sell |
99,295
-21,048
| -17% | -$542K | 0.02% | 563 |
|
|
2018
Q2 | $2.74M | Sell |
120,343
-10,153
| -8% | -$231K | 0.03% | 504 |
|
|
2018
Q1 | $3.32M | Sell |
130,496
-4,861
| -4% | -$123K | 0.03% | 458 |
|
|
2017
Q4 | $3.55M | Buy |
135,357
+10,617
| +9% | +$278K | 0.04% | 435 |
|
|
2017
Q3 | $3.3M | Buy |
124,740
+11,215
| +10% | +$297K | 0.04% | 442 |
|
|
2017
Q2 | $3.48M | Buy |
113,525
+10,201
| +10% | +$313K | 0.04% | 417 |
|
|
2017
Q1 | $2.4M | Sell |
103,324
-2,121
| -2% | -$49.3K | 0.03% | 547 |
|
|
2016
Q4 | $2.42M | Sell |
105,445
-2,158
| -2% | -$49.6K | 0.03% | 546 |
|
|
2016
Q3 | $2.49M | Buy |
107,603
+36,218
| +51% | +$838K | 0.03% | 495 |
|
|
2016
Q2 | $1.64M | Buy |
71,385
+3,625
| +5% | +$83.4K | 0.02% | 607 |
|
|
2016
Q1 | $1.79M | Hold |
67,760
| – | – | 0.03% | 574 |
|
|
2015
Q4 | $2.26M | Sell |
67,760
-5,000
| -7% | -$167K | 0.03% | 496 |
|
|
2015
Q3 | $2.61M | Hold |
72,760
| – | – | 0.04% | 448 |
|
|
2015
Q2 | $2.16M | Hold |
72,760
| – | – | 0.03% | 539 |
|
|
2015
Q1 | $2.33M | Sell |
72,760
-2,400
| -3% | -$77K | 0.03% | 527 |
|
|
2014
Q4 | $2.53M | Sell |
75,160
-9,000
| -11% | -$303K | 0.03% | 501 |
|
|
2014
Q3 | $2.61M | Buy |
84,160
+9,000
| +12% | +$279K | 0.04% | 471 |
|
|
2014
Q2 | $2.52M | Hold |
75,160
| – | – | 0.04% | 497 |
|
|
2014
Q1 | $2.27M | Hold |
75,160
| – | – | 0.03% | 514 |
|
|
2013
Q4 | $2.18M | Sell |
75,160
-700
| -0.9% | -$20.3K | 0.03% | 518 |
|
|
2013
Q3 | $2.02M | Hold |
75,860
| – | – | 0.03% | 525 |
|
|
2013
Q2 | $2.11M | Buy |
+75,860
| New | +$2.11M | 0.03% | 501 |
|