Principal Financial Group’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 | $16.7M | Sell |
303,909
-4,750
| -2% | -$261K | 0.01% | 947 |
|
|
2025
Q1 | $16.9M | Sell |
308,659
-6,552
| -2% | -$360K | 0.01% | 940 |
|
|
2024
Q4 | $16.7M | Sell |
315,211
-8,341
| -3% | -$441K | 0.01% | 973 |
|
|
2024
Q3 | $20.6M | Sell |
323,552
-141,382
| -30% | -$8.98M | 0.01% | 823 |
|
|
2024
Q2 | $25.2M | Sell |
464,934
-62,441
| -12% | -$3.39M | 0.02% | 730 |
|
|
2024
Q1 | $25.9M | Sell |
527,375
-5,141
| -1% | -$252K | 0.02% | 764 |
|
|
2023
Q4 | $25.8M | Sell |
532,516
-33,671
| -6% | -$1.63M | 0.02% | 724 |
|
|
2023
Q3 | $24.4M | Sell |
566,187
-10,024
| -2% | -$432K | 0.02% | 707 |
|
|
2023
Q2 | $18.4M | Sell |
576,211
-27,380
| -5% | -$873K | 0.01% | 896 |
|
|
2023
Q1 | $21.3M | Sell |
603,591
-10,562
| -2% | -$372K | 0.02% | 812 |
|
|
2022
Q4 | $22.4M | Sell |
614,153
-68,939
| -10% | -$2.52M | 0.02% | 751 |
|
|
2022
Q3 | $29.1M | Sell |
683,092
-118,089
| -15% | -$5.02M | 0.02% | 552 |
|
|
2022
Q2 | $28.3M | Buy |
801,181
+52,222
| +7% | +$1.84M | 0.02% | 621 |
|
|
2022
Q1 | $19.5M | Sell |
748,959
-131,034
| -15% | -$3.41M | 0.01% | 924 |
|
|
2021
Q4 | $20.7M | Sell |
879,993
-143,473
| -14% | -$3.38M | 0.01% | 929 |
|
|
2021
Q3 | $25.6M | Sell |
1,023,466
-10,392
| -1% | -$260K | 0.02% | 758 |
|
|
2021
Q2 | $24.3M | Buy |
1,033,858
+133,775
| +15% | +$3.14M | 0.02% | 816 |
|
|
2021
Q1 | $19.6M | Buy |
900,083
+95,188
| +12% | +$2.08M | 0.01% | 925 |
|
|
2020
Q4 | $12.8M | Buy |
804,895
+215,278
| +37% | +$3.41M | 0.01% | 1081 |
|
|
2020
Q3 | $9.61M | Buy |
589,617
+129,202
| +28% | +$2.1M | 0.01% | 1100 |
|
|
2020
Q2 | $6.57M | Buy |
460,415
+80,102
| +21% | +$1.14M | 0.01% | 1297 |
|
|
2020
Q1 | $5.36M | Buy |
380,313
+18,523
| +5% | +$261K | 0.01% | 1249 |
|
|
2019
Q4 | $8.5M | Sell |
361,790
-19,814
| -5% | -$465K | 0.01% | 1324 |
|
|
2019
Q3 | $9.01M | Sell |
381,604
-21,355
| -5% | -$504K | 0.01% | 1259 |
|
|
2019
Q2 | $11.8M | Buy |
402,959
+8,559
| +2% | +$251K | 0.01% | 1122 |
|
|
2019
Q1 | $9.44M | Sell |
394,400
-46,774
| -11% | -$1.12M | 0.01% | 1262 |
|
|
2018
Q4 | $11.2M | Buy |
441,174
+118,095
| +37% | +$3M | 0.01% | 1106 |
|
|
2018
Q3 | $8.32M | Sell |
323,079
-1,120
| -0.3% | -$28.8K | 0.01% | 1418 |
|
|
2018
Q2 | $7.39M | Sell |
324,199
-2,514
| -0.8% | -$57.3K | 0.01% | 1458 |
|
|
2018
Q1 | $8.3M | Sell |
326,713
-406
| -0.1% | -$10.3K | 0.01% | 1344 |
|
|
2017
Q4 | $8.58M | Buy |
327,119
+4,009
| +1% | +$105K | 0.01% | 1346 |
|
|
2017
Q3 | $8.56M | Sell |
323,110
-14,216
| -4% | -$376K | 0.01% | 1339 |
|
|
2017
Q2 | $10.4M | Buy |
337,326
+49,726
| +17% | +$1.54M | 0.01% | 1199 |
|
|
2017
Q1 | $6.69M | Sell |
287,600
-42,681
| -13% | -$992K | 0.01% | 1427 |
|
|
2016
Q4 | $7.59M | Sell |
330,281
-9,217
| -3% | -$212K | 0.01% | 1344 |
|
|
2016
Q3 | $7.86M | Sell |
339,498
-130
| -0% | -$3.01K | 0.01% | 1257 |
|
|
2016
Q2 | $7.81M | Sell |
339,628
-22,827
| -6% | -$525K | 0.01% | 1210 |
|
|
2016
Q1 | $9.58M | Buy |
362,455
+3,670
| +1% | +$97K | 0.01% | 1022 |
|
|
2015
Q4 | $12M | Sell |
358,785
-20,304
| -5% | -$676K | 0.02% | 842 |
|
|
2015
Q3 | $13.7M | Sell |
379,089
-1,414
| -0.4% | -$51.2K | 0.02% | 733 |
|
|
2015
Q2 | $11.3M | Sell |
380,503
-34,449
| -8% | -$1.02M | 0.02% | 917 |
|
|
2015
Q1 | $13.3M | Buy |
414,952
+1,715
| +0.4% | +$55K | 0.02% | 771 |
|
|
2014
Q4 | $13.9M | Buy |
413,237
+3,531
| +0.9% | +$119K | 0.02% | 733 |
|
|
2014
Q3 | $12.7M | Buy |
409,706
+73,607
| +22% | +$2.28M | 0.02% | 750 |
|
|
2014
Q2 | $11.3M | Sell |
336,099
-61,627
| -15% | -$2.07M | 0.02% | 859 |
|
|
2014
Q1 | $12M | Buy |
397,726
+716
| +0.2% | +$21.6K | 0.02% | 789 |
|
|
2013
Q4 | $11.5M | Buy |
397,010
+993
| +0.3% | +$28.8K | 0.02% | 786 |
|
|
2013
Q3 | $10.6M | Sell |
396,017
-3,225
| -0.8% | -$86K | 0.02% | 778 |
|
|
2013
Q2 | $11.1M | Buy |
+399,242
| New | +$11.1M | 0.02% | 702 |
|