RhumbLine Advisers’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 | $21.8M | Sell |
397,828
-8,289
| -2% | -$455K | 0.02% | 661 |
|
|
2025
Q1 | $22.3M | Sell |
406,117
-4,158
| -1% | -$228K | 0.02% | 634 |
|
|
2024
Q4 | $21.7M | Sell |
410,275
-36
| -0% | -$1.9K | 0.02% | 658 |
|
|
2024
Q3 | $26.1M | Sell |
410,311
-12,943
| -3% | -$823K | 0.02% | 570 |
|
|
2024
Q2 | $23M | Sell |
423,254
-25,537
| -6% | -$1.38M | 0.02% | 606 |
|
|
2024
Q1 | $22M | Sell |
448,791
-31,301
| -7% | -$1.54M | 0.02% | 656 |
|
|
2023
Q4 | $23.2M | Sell |
480,092
-28,852
| -6% | -$1.4M | 0.02% | 592 |
|
|
2023
Q3 | $21.9M | Sell |
508,944
-5,826
| -1% | -$251K | 0.03% | 584 |
|
|
2023
Q2 | $16.4M | Sell |
514,770
-4,250
| -0.8% | -$135K | 0.02% | 762 |
|
|
2023
Q1 | $18.3M | Buy |
519,020
+1,420
| +0.3% | +$50.1K | 0.02% | 653 |
|
|
2022
Q4 | $18.9M | Buy |
517,600
+32,466
| +7% | +$1.19M | 0.03% | 614 |
|
|
2022
Q3 | $20.6M | Buy |
485,134
+3,393
| +0.7% | +$144K | 0.03% | 508 |
|
|
2022
Q2 | $17M | Buy |
481,741
+38,987
| +9% | +$1.38M | 0.02% | 615 |
|
|
2022
Q1 | $11.5M | Sell |
442,754
-30,054
| -6% | -$783K | 0.01% | 884 |
|
|
2021
Q4 | $11.1M | Buy |
472,808
+1,796
| +0.4% | +$42.3K | 0.01% | 929 |
|
|
2021
Q3 | $11.8M | Sell |
471,012
-12,863
| -3% | -$322K | 0.02% | 865 |
|
|
2021
Q2 | $11.4M | Sell |
483,875
-21,836
| -4% | -$513K | 0.01% | 924 |
|
|
2021
Q1 | $11M | Sell |
505,711
-22,644
| -4% | -$494K | 0.02% | 932 |
|
|
2020
Q4 | $8.38M | Buy |
528,355
+27,728
| +6% | +$440K | 0.01% | 1040 |
|
|
2020
Q3 | $8.16M | Buy |
500,627
+93,036
| +23% | +$1.52M | 0.01% | 874 |
|
|
2020
Q2 | $5.82M | Sell |
407,591
-49,948
| -11% | -$713K | 0.01% | 1113 |
|
|
2020
Q1 | $6.44M | Buy |
457,539
+90,788
| +25% | +$1.28M | 0.01% | 883 |
|
|
2019
Q4 | $8.61M | Buy |
366,751
+10,409
| +3% | +$244K | 0.01% | 923 |
|
|
2019
Q3 | $8.42M | Buy |
356,342
+3,297
| +0.9% | +$77.9K | 0.02% | 869 |
|
|
2019
Q2 | $10.3M | Buy |
353,045
+33,221
| +10% | +$973K | 0.02% | 757 |
|
|
2019
Q1 | $7.66M | Sell |
319,824
-32,025
| -9% | -$767K | 0.01% | 917 |
|
|
2018
Q4 | $8.93M | Sell |
351,849
-8,842
| -2% | -$224K | 0.02% | 773 |
|
|
2018
Q3 | $9.29M | Sell |
360,691
-4,591
| -1% | -$118K | 0.02% | 716 |
|
|
2018
Q2 | $8.32M | Sell |
365,282
-1,046
| -0.3% | -$23.8K | 0.02% | 771 |
|
|
2018
Q1 | $9.31M | Buy |
366,328
+725
| +0.2% | +$18.4K | 0.02% | 694 |
|
|
2017
Q4 | $9.59M | Buy |
365,603
+6,315
| +2% | +$166K | 0.02% | 711 |
|
|
2017
Q3 | $9.51M | Sell |
359,288
-4,638
| -1% | -$123K | 0.02% | 693 |
|
|
2017
Q2 | $11.2M | Buy |
363,926
+3,621
| +1% | +$112K | 0.03% | 589 |
|
|
2017
Q1 | $8.38M | Buy |
360,305
+7,091
| +2% | +$165K | 0.02% | 725 |
|
|
2016
Q4 | $8.12M | Buy |
353,214
+16,874
| +5% | +$388K | 0.02% | 710 |
|
|
2016
Q3 | $7.79M | Buy |
336,340
+10,774
| +3% | +$249K | 0.02% | 674 |
|
|
2016
Q2 | $7.49M | Sell |
325,566
-35,884
| -10% | -$825K | 0.02% | 644 |
|
|
2016
Q1 | $9.55M | Sell |
361,450
-5,000
| -1% | -$132K | 0.03% | 555 |
|
|
2015
Q4 | $12.2M | Sell |
366,450
-39,892
| -10% | -$1.33M | 0.04% | 439 |
|
|
2015
Q3 | $14.7M | Sell |
406,342
-939
| -0.2% | -$34K | 0.05% | 374 |
|
|
2015
Q2 | $12.1M | Buy |
407,281
+9,902
| +2% | +$294K | 0.04% | 458 |
|
|
2015
Q1 | $12.7M | Sell |
397,379
-2,859
| -0.7% | -$91.7K | 0.04% | 435 |
|
|
2014
Q4 | $13.5M | Sell |
400,238
-5,625
| -1% | -$189K | 0.04% | 408 |
|
|
2014
Q3 | $12.6M | Sell |
405,863
-8,477
| -2% | -$263K | 0.04% | 416 |
|
|
2014
Q2 | $13.9M | Sell |
414,340
-5,444
| -1% | -$182K | 0.04% | 391 |
|
|
2014
Q1 | $12.7M | Sell |
419,784
-13,564
| -3% | -$409K | 0.04% | 415 |
|
|
2013
Q4 | $12.6M | Sell |
433,348
-43,238
| -9% | -$1.26M | 0.04% | 419 |
|
|
2013
Q3 | $12.7M | Buy |
476,586
+4,885
| +1% | +$130K | 0.04% | 417 |
|
|
2013
Q2 | $13.1M | Buy |
+471,701
| New | +$13.1M | 0.04% | 381 |
|