Panagora Asset 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 | $368K | Sell |
6,713
-966
| -13% | -$53K | ﹤0.01% | 879 |
|
|
2025
Q1 | $422K | Buy |
+7,679
| New | +$422K | ﹤0.01% | 851 |
|
|
2021
Q4 | – | Sell |
-8,823
| Closed | -$221K | – | 1621 |
|
|
2021
Q3 | $221K | Hold |
8,823
| – | – | ﹤0.01% | 1626 |
|
|
2021
Q2 | $207K | Hold |
8,823
| – | – | ﹤0.01% | 1656 |
|
|
2021
Q1 | $192K | Buy |
8,823
+5,820
| +194% | +$127K | ﹤0.01% | 1734 |
|
|
2020
Q4 | $48K | Sell |
3,003
-38,873
| -93% | -$621K | ﹤0.01% | 2051 |
|
|
2020
Q3 | $682K | Sell |
41,876
-9,770
| -19% | -$159K | ﹤0.01% | 1043 |
|
|
2020
Q2 | $738K | Sell |
51,646
-53,839
| -51% | -$769K | ﹤0.01% | 1044 |
|
|
2020
Q1 | $1.49M | Buy |
105,485
+36,551
| +53% | +$515K | 0.01% | 696 |
|
|
2019
Q4 | $1.62M | Sell |
68,934
-701,246
| -91% | -$16.5M | 0.01% | 873 |
|
|
2019
Q3 | $18.2M | Sell |
770,180
-617,738
| -45% | -$14.6M | 0.08% | 222 |
|
|
2019
Q2 | $40.7M | Sell |
1,387,918
-49,692
| -3% | -$1.46M | 0.18% | 131 |
|
|
2019
Q1 | $34.4M | Sell |
1,437,610
-49,223
| -3% | -$1.18M | 0.15% | 149 |
|
|
2018
Q4 | $37.7M | Sell |
1,486,833
-62,848
| -4% | -$1.59M | 0.18% | 135 |
|
|
2018
Q3 | $39.9M | Sell |
1,549,681
-1,201,444
| -44% | -$30.9M | 0.15% | 156 |
|
|
2018
Q2 | $62.7M | Buy |
2,751,125
+493,128
| +22% | +$11.2M | 0.25% | 104 |
|
|
2018
Q1 | $57.4M | Buy |
2,257,997
+279,477
| +14% | +$7.1M | 0.23% | 106 |
|
|
2017
Q4 | $51.9M | Sell |
1,978,520
-385,795
| -16% | -$10.1M | 0.19% | 123 |
|
|
2017
Q3 | $62.6M | Buy |
2,364,315
+1,131,470
| +92% | +$30M | 0.25% | 101 |
|
|
2017
Q2 | $38.1M | Buy |
1,232,845
+368,674
| +43% | +$11.4M | 0.15% | 150 |
|
|
2017
Q1 | $20.1M | Buy |
864,171
+840,563
| +3,561% | +$19.5M | 0.08% | 258 |
|
|
2016
Q4 | $543K | Buy |
23,608
+2,091
| +10% | +$48.1K | ﹤0.01% | 1409 |
|
|
2016
Q3 | $498K | Sell |
21,517
-8,009
| -27% | -$185K | ﹤0.01% | 1450 |
|
|
2016
Q2 | $679K | Buy |
29,526
+12,605
| +74% | +$290K | ﹤0.01% | 1259 |
|
|
2016
Q1 | $447K | Sell |
16,921
-1,143
| -6% | -$30.2K | ﹤0.01% | 1394 |
|
|
2015
Q4 | $602K | Sell |
18,064
-21,852
| -55% | -$728K | ﹤0.01% | 1236 |
|
|
2015
Q3 | $1.45M | Sell |
39,916
-387,166
| -91% | -$14M | 0.01% | 882 |
|
|
2015
Q2 | $12.7M | Sell |
427,082
-3,947
| -0.9% | -$117K | 0.06% | 311 |
|
|
2015
Q1 | $13.8M | Buy |
431,029
+206,999
| +92% | +$6.64M | 0.07% | 279 |
|
|
2014
Q4 | $7.55M | Buy |
224,030
+136,863
| +157% | +$4.61M | 0.04% | 375 |
|
|
2014
Q3 | $2.7M | Buy |
87,167
+71,886
| +470% | +$2.23M | 0.01% | 664 |
|
|
2014
Q2 | $512K | Sell |
15,281
-228,516
| -94% | -$7.66M | ﹤0.01% | 1369 |
|
|
2014
Q1 | $7.36M | Sell |
243,797
-12,374
| -5% | -$374K | 0.03% | 441 |
|
|
2013
Q4 | $7.44M | Buy |
256,171
+235,498
| +1,139% | +$6.84M | 0.03% | 434 |
|
|
2013
Q3 | $551K | Sell |
20,673
-204
| -1% | -$5.44K | ﹤0.01% | 1332 |
|
|
2013
Q2 | $579K | Buy |
+20,877
| New | +$579K | ﹤0.01% | 1256 |
|