Quantbot Technologies’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
21,141
+821
| +4% | +$45.1K | 0.03% | 720 |
|
|
2025
Q1 | $1.12M | Buy |
+20,320
| New | +$1.12M | 0.04% | 641 |
|
|
2020
Q4 | – | Sell |
-90,026
| Closed | -$1.47M | – | 1450 |
|
|
2020
Q3 | $1.47M | Buy |
+90,026
| New | +$1.47M | 0.17% | 167 |
|
|
2020
Q1 | – | Sell |
-56,748
| Closed | -$1.33M | – | 1104 |
|
|
2019
Q4 | $1.33M | Buy |
56,748
+23,907
| +73% | +$561K | 0.13% | 194 |
|
|
2019
Q3 | $775K | Buy |
32,841
+31,415
| +2,203% | +$741K | 0.08% | 334 |
|
|
2019
Q2 | $41K | Sell |
1,426
-22,425
| -94% | -$645K | ﹤0.01% | 933 |
|
|
2019
Q1 | $570K | Sell |
23,851
-7,526
| -24% | -$180K | 0.05% | 406 |
|
|
2018
Q4 | $796K | Buy |
31,377
+19,171
| +157% | +$486K | 0.08% | 333 |
|
|
2018
Q3 | $314K | Buy |
+12,206
| New | +$314K | 0.02% | 645 |
|
|
2018
Q2 | – | Sell |
-45,462
| Closed | -$1.16M | – | 1328 |
|
|
2018
Q1 | $1.16M | Buy |
+45,462
| New | +$1.16M | 0.1% | 273 |
|
|
2017
Q3 | – | Sell |
-23,786
| Closed | -$735K | – | 1296 |
|
|
2017
Q2 | $735K | Buy |
+23,786
| New | +$735K | 0.07% | 343 |
|
|
2016
Q3 | – | Sell |
-10,530
| Closed | -$242K | – | 1177 |
|
|
2016
Q2 | $242K | Sell |
10,530
-36,642
| -78% | -$842K | 0.03% | 536 |
|
|
2016
Q1 | $1.25M | Buy |
+47,172
| New | +$1.25M | 0.2% | 144 |
|
|
2015
Q4 | – | Sell |
-49,768
| Closed | -$1.8M | – | 1203 |
|
|
2015
Q3 | $1.8M | Buy |
49,768
+45,625
| +1,101% | +$1.65M | 0.31% | 72 |
|
|
2015
Q2 | $122K | Buy |
+4,143
| New | +$122K | 0.02% | 586 |
|
|
2013
Q3 | – | Sell |
-2,839
| Closed | -$78K | – | 826 |
|
|
2013
Q2 | $78K | Buy |
+2,839
| New | +$78K | 0.04% | 349 |
|