Nordea 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 | $6.3M | Sell |
116,020
-1,297
| -1% | -$70.5K | 0.01% | 518 |
|
|
2025
Q1 | $6.36M | Sell |
117,317
-1,299
| -1% | -$70.4K | 0.01% | 490 |
|
|
2024
Q4 | $6.26M | Buy |
118,616
+6,701
| +6% | +$354K | 0.01% | 499 |
|
|
2024
Q3 | $7.14M | Sell |
111,915
-4,477
| -4% | -$286K | 0.01% | 469 |
|
|
2024
Q2 | $6.32M | Buy |
116,392
+21,355
| +22% | +$1.16M | 0.01% | 486 |
|
|
2024
Q1 | $4.67M | Sell |
95,037
-4,605
| -5% | -$226K | 0.01% | 555 |
|
|
2023
Q4 | $4.85M | Sell |
99,642
-1,340
| -1% | -$65.2K | 0.01% | 529 |
|
|
2023
Q3 | $4.4M | Buy |
100,982
+3,655
| +4% | +$159K | 0.01% | 529 |
|
|
2023
Q2 | $3.14M | Buy |
97,327
+57,448
| +144% | +$1.85M | ﹤0.01% | 611 |
|
|
2023
Q1 | $1.4M | Sell |
39,879
-2,233
| -5% | -$78.2K | ﹤0.01% | 728 |
|
|
2022
Q4 | $1.51M | Buy |
+42,112
| New | +$1.51M | ﹤0.01% | 707 |
|
|
2019
Q4 | – | Sell |
-9,096
| Closed | -$214K | – | 975 |
|
|
2019
Q3 | $214K | Hold |
9,096
| – | – | ﹤0.01% | 941 |
|
|
2019
Q2 | $267K | Hold |
9,096
| – | – | ﹤0.01% | 939 |
|
|
2019
Q1 | $218K | Hold |
9,096
| – | – | ﹤0.01% | 1155 |
|
|
2018
Q4 | $231K | Sell |
9,096
-179,302
| -95% | -$4.55M | ﹤0.01% | 1137 |
|
|
2018
Q3 | $4.85M | Hold |
188,398
| – | – | 0.01% | 575 |
|
|
2018
Q2 | $4.29M | Sell |
188,398
-23,900
| -11% | -$544K | 0.01% | 481 |
|
|
2018
Q1 | $5.39M | Sell |
212,298
-9
| -0% | -$229 | 0.01% | 430 |
|
|
2017
Q4 | $5.57M | Sell |
212,307
-2,053
| -1% | -$53.8K | 0.01% | 410 |
|
|
2017
Q3 | $5.68M | Hold |
214,360
| – | – | 0.01% | 398 |
|
|
2017
Q2 | $6.63M | Sell |
214,360
-77,900
| -27% | -$2.41M | 0.02% | 345 |
|
|
2017
Q1 | $6.8M | Buy |
292,260
+74,500
| +34% | +$1.73M | 0.02% | 321 |
|
|
2016
Q4 | $5.01M | Buy |
217,760
+37,300
| +21% | +$857K | 0.01% | 356 |
|
|
2016
Q3 | $4.18M | Buy |
180,460
+6,500
| +4% | +$150K | 0.01% | 348 |
|
|
2016
Q2 | $4M | Sell |
173,960
-987,394
| -85% | -$22.7M | 0.01% | 302 |
|
|
2016
Q1 | $30.7M | Sell |
1,161,354
-189,825
| -14% | -$5.02M | 0.09% | 168 |
|
|
2015
Q4 | $45M | Buy |
1,351,179
+44,634
| +3% | +$1.49M | 0.15% | 139 |
|
|
2015
Q3 | $47.3M | Buy |
1,306,545
+48,982
| +4% | +$1.77M | 0.17% | 128 |
|
|
2015
Q2 | $37.3M | Buy |
1,257,563
+1,220,172
| +3,263% | +$36.2M | 0.13% | 147 |
|
|
2015
Q1 | $1.2M | Buy |
37,391
+5,000
| +15% | +$160K | ﹤0.01% | 426 |
|
|
2014
Q4 | $1.09M | Buy |
32,391
+1,588
| +5% | +$53.5K | ﹤0.01% | 463 |
|
|
2014
Q3 | $955K | Buy |
30,803
+5,800
| +23% | +$180K | ﹤0.01% | 500 |
|
|
2014
Q2 | $838K | Buy |
25,003
+20,809
| +496% | +$697K | ﹤0.01% | 583 |
|
|
2014
Q1 | $127K | Sell |
4,194
-15,169
| -78% | -$459K | ﹤0.01% | 746 |
|
|
2013
Q4 | $562K | Hold |
19,363
| – | – | ﹤0.01% | 651 |
|
|
2013
Q3 | $516K | Hold |
19,363
| – | – | ﹤0.01% | 668 |
|
|
2013
Q2 | $537K | Buy |
+19,363
| New | +$537K | ﹤0.01% | 686 |
|