SEI Investments’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.9M | Buy |
532,705
+107,143
| +25% | +$3.73M | 0.02% | 869 |
|
|
2025
Q4 | $18.5M | Sell |
425,562
-6,706
| -2% | -$313K | 0.02% | 777 |
|
|
2025
Q3 | $21.9M | Buy |
432,268
+28,392
| +7% | +$1.5M | 0.02% | 686 |
|
|
2025
Q2 | $22.2M | Buy |
403,876
+23,503
| +6% | +$1.36M | 0.03% | 653 |
|
|
2025
Q1 | $20.9M | Buy |
380,373
+8,630
| +2% | +$461K | 0.03% | 660 |
|
|
2024
Q4 | $19.6M | Buy |
371,743
+34,089
| +10% | +$2M | 0.03% | 685 |
|
|
2024
Q3 | $21.5M | Buy |
337,654
+27,087
| +9% | +$1.61M | 0.03% | 628 |
|
|
2024
Q2 | $16.8M | Buy |
310,567
+3,553
| +1% | +$177K | 0.02% | 680 |
|
|
2024
Q1 | $15.1M | Buy |
307,014
+101,742
| +50% | +$4.83M | 0.02% | 735 |
|
|
2023
Q4 | $9.93M | Buy |
205,272
+51,922
| +34% | +$2.31M | 0.02% | 884 |
|
|
2023
Q3 | $6.6M | Buy |
153,350
+2,102
| +1% | +$77.6K | 0.01% | 1040 |
|
|
2023
Q2 | $4.82M | Sell |
151,248
-93,187
| -38% | -$3.01M | 0.01% | 1216 |
|
|
2023
Q1 | $8.62M | Buy |
244,435
+19,468
| +9% | +$720K | 0.02% | 931 |
|
|
2022
Q4 | $8.21M | Sell |
224,967
-95,484
| -30% | -$3.88M | 0.02% | 817 |
|
|
2022
Q3 | $13.6M | Buy |
320,451
+24,156
| +8% | +$1.02M | 0.03% | 633 |
|
|
2022
Q2 | $10.5M | Sell |
296,295
-85,312
| -22% | -$2.63M | 0.02% | 759 |
|
|
2022
Q1 | $9.84M | Sell |
381,607
-7,884
| -2% | -$191K | 0.02% | 782 |
|
|
2021
Q4 | $9.07M | Buy |
389,491
+156,921
| +67% | +$3.81M | 0.02% | 839 |
|
|
2021
Q3 | $5.74M | Sell |
232,570
-25,480
| -10% | -$635K | 0.01% | 1015 |
|
|
2021
Q2 | $6.07M | Buy |
258,050
+18,685
| +8% | +$442K | 0.01% | 981 |
|
|
2021
Q1 | $3.94M | Sell |
239,365
-2,158
| -0.9% | -$40.8K | 0.01% | 1147 |
|
|
2020
Q4 | $3.81M | Sell |
241,523
-695,378
| -74% | -$12M | 0.01% | 1098 |
|
|
2020
Q3 | $15.3M | Sell |
936,901
-81,437
| -8% | -$1.2M | 0.04% | 389 |
|
|
2020
Q2 | $14.5M | Sell |
1,018,338
-67,860
| -6% | -$1.07M | 0.05% | 396 |
|
|
2020
Q1 | $15.3M | Buy |
1,086,198
+19,688
| +2% | +$412K | 0.06% | 324 |
|
|
2019
Q4 | $24.9M | Buy |
1,066,510
+187,775
| +21% | +$4.51M | 0.07% | 258 |
|
|
2019
Q3 | $20.9M | Buy |
878,735
+707,400
| +413% | +$18.7M | 0.05% | 322 |
|
|
2019
Q2 | $5M | Buy |
171,335
+52,983
| +45% | +$1.42M | 0.02% | 931 |
|
|
2019
Q1 | $2.84M | Sell |
118,352
-47,870
| -29% | -$1.18M | 0.01% | 1164 |
|
|
2018
Q4 | $4.22M | Buy |
166,222
+76,382
| +85% | +$2.04M | 0.02% | 979 |
|
|
2018
Q3 | $2.3M | Sell |
89,840
-15,469
| -15% | -$392K | 0.01% | 1215 |
|
|
2018
Q2 | $2.4M | Buy |
105,309
+45,294
| +75% | +$1.2M | 0.01% | 1255 |
|
|
2018
Q1 | $1.52M | Sell |
60,015
-182,792
| -75% | -$4.81M | 0.01% | 1297 |
|
|
2017
Q4 | $9.79M | Buy |
242,807
+222,563
| +1,099% | +$5.78M | 0.03% | 618 |
|
|
2017
Q3 | $550K | Buy |
20,244
+7,946
| +65% | +$231K | ﹤0.01% | 1607 |
|
|
2017
Q2 | $380K | Buy |
12,298
+8,581
| +231% | +$225K | ﹤0.01% | 1705 |
|
|
2017
Q1 | $87K | Sell |
3,717
-39,819
| -91% | -$890K | ﹤0.01% | 1985 |
|
|
2016
Q4 | $422K | Buy |
43,536
+42,498
| +4,094% | +$972K | ﹤0.01% | 1624 |
|
|
2016
Q3 | $24K | Sell |
1,038
-7,172
| -87% | -$168K | ﹤0.01% | 2235 |
|
|
2016
Q2 | $189K | Sell |
8,210
-449
| -5% | -$9.98K | ﹤0.01% | 1569 |
|
|
2016
Q1 | $229K | Sell |
8,659
-11,560
| -57% | -$363K | ﹤0.01% | 1486 |
|
|
2015
Q4 | $673K | Buy |
20,219
+1,135
| +6% | +$40.3K | ﹤0.01% | 1292 |
|
|
2015
Q3 | $691K | Buy |
19,084
+18,907
| +10,682% | +$640K | 0.01% | 1166 |
|
|
2015
Q2 | $5K | Sell |
177
-7,737
| -98% | -$243K | ﹤0.01% | 2007 |
|
|
2015
Q1 | $253K | Sell |
7,914
-5,949
| -43% | -$199K | ﹤0.01% | 1345 |
|
|
2014
Q4 | $467K | Buy |
+13,863
| New | +$444K | ﹤0.01% | 1173 |
|
Other funds holding HRB
VPM
VCM
