Stifel Financial’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 | $3.02M | Buy |
95,068
+32,168
| +51% | +$1.12M | ﹤0.01% | 1664 |
|
|
2025
Q4 | $2.74M | Buy |
62,900
+16,080
| +34% | +$752K | ﹤0.01% | 1719 |
|
|
2025
Q3 | $2.37M | Buy |
46,820
+2,570
| +6% | +$136K | ﹤0.01% | 1792 |
|
|
2025
Q2 | $2.43M | Sell |
44,250
-7,731
| -15% | -$446K | ﹤0.01% | 1706 |
|
|
2025
Q1 | $2.85M | Sell |
51,981
-9,916
| -16% | -$530K | ﹤0.01% | 1511 |
|
|
2024
Q4 | $3.27M | Sell |
61,897
-3,072
| -5% | -$181K | ﹤0.01% | 1445 |
|
|
2024
Q3 | $4.13M | Buy |
64,969
+988
| +2% | +$58.9K | ﹤0.01% | 1308 |
|
|
2024
Q2 | $3.47M | Buy |
63,981
+1,332
| +2% | +$66.3K | ﹤0.01% | 1358 |
|
|
2024
Q1 | $3.08M | Buy |
62,649
+10,693
| +21% | +$508K | ﹤0.01% | 1428 |
|
|
2023
Q4 | $2.51M | Buy |
51,956
+834
| +2% | +$37.2K | ﹤0.01% | 1514 |
|
|
2023
Q3 | $2.2M | Sell |
51,122
-530
| -1% | -$19.6K | ﹤0.01% | 1531 |
|
|
2023
Q2 | $1.65M | Sell |
51,652
-143,979
| -74% | -$4.65M | ﹤0.01% | 1763 |
|
|
2023
Q1 | $6.9M | Buy |
195,631
+7,030
| +4% | +$260K | 0.01% | 841 |
|
|
2022
Q4 | $6.89M | Sell |
188,601
-2,695
| -1% | -$110K | 0.01% | 828 |
|
|
2022
Q3 | $8.14M | Buy |
191,296
+9,668
| +5% | +$409K | 0.01% | 712 |
|
|
2022
Q2 | $6.42M | Buy |
181,628
+48,785
| +37% | +$1.51M | 0.01% | 842 |
|
|
2022
Q1 | $3.46M | Buy |
132,843
+772
| +0.6% | +$18.7K | ﹤0.01% | 1253 |
|
|
2021
Q4 | $3.11M | Sell |
132,071
-80,877
| -38% | -$1.96M | ﹤0.01% | 1334 |
|
|
2021
Q3 | $5.33M | Buy |
212,948
+20,108
| +10% | +$501K | 0.01% | 989 |
|
|
2021
Q2 | $4.53M | Buy |
192,840
+44,583
| +30% | +$1.06M | 0.01% | 1068 |
|
|
2021
Q1 | $3.23M | Buy |
148,257
+41,285
| +39% | +$780K | 0.01% | 1220 |
|
|
2020
Q4 | $1.7M | Sell |
106,972
-19,129
| -15% | -$330K | ﹤0.01% | 1499 |
|
|
2020
Q3 | $2.05M | Sell |
126,101
-18,454
| -13% | -$271K | ﹤0.01% | 1199 |
|
|
2020
Q2 | $2.06M | Sell |
144,555
-12,295
| -8% | -$194K | ﹤0.01% | 1133 |
|
|
2020
Q1 | $2.21M | Buy |
156,850
+3,114
| +2% | +$65.2K | 0.01% | 999 |
|
|
2019
Q4 | $3.61M | Buy |
153,736
+3,017
| +2% | +$72.4K | 0.01% | 1010 |
|
|
2019
Q3 | $3.56M | Sell |
150,719
-1,066
| -0.7% | -$28.2K | 0.01% | 981 |
|
|
2019
Q2 | $4.45M | Sell |
151,785
-7,862
| -5% | -$211K | 0.01% | 903 |
|
|
2019
Q1 | $3.82M | Sell |
159,647
-469
| -0.3% | -$11.5K | 0.01% | 933 |
|
|
2018
Q4 | $4.06M | Buy |
160,116
+4,148
| +3% | +$111K | 0.01% | 857 |
|
|
2018
Q3 | $4.01M | Sell |
155,968
-15,729
| -9% | -$399K | 0.01% | 921 |
|
|
2018
Q2 | $3.91M | Buy |
171,697
+7,101
| +4% | +$188K | 0.01% | 907 |
|
|
2018
Q1 | $4.18M | Buy |
164,596
+1,572
| +1% | +$41.4K | 0.01% | 865 |
|
|
2017
Q4 | $4.27M | Sell |
163,024
-1,082
| -0.7% | -$28.1K | 0.01% | 833 |
|
|
2017
Q3 | $4.34M | Sell |
164,106
-24,577
| -13% | -$714K | 0.02% | 794 |
|
|
2017
Q2 | $5.83M | Sell |
188,683
-99,775
| -35% | -$2.62M | 0.02% | 663 |
|
|
2017
Q1 | $6.71M | Sell |
288,458
-6,598
| -2% | -$148K | 0.03% | 595 |
|
|
2016
Q4 | $6.79M | Sell |
295,056
-10,683
| -3% | -$244K | 0.03% | 547 |
|
|
2016
Q3 | $7.08M | Buy |
305,739
+22,951
| +8% | +$537K | 0.03% | 505 |
|
|
2016
Q2 | $6.5M | Buy |
282,788
+76,312
| +37% | +$1.7M | 0.03% | 506 |
|
|
2016
Q1 | $5.46M | Buy |
206,476
+50,976
| +33% | +$1.6M | 0.03% | 508 |
|
|
2015
Q4 | $5.18M | Buy |
155,500
+5,323
| +4% | +$189K | 0.03% | 550 |
|
|
2015
Q3 | $5.43M | Sell |
150,177
-7,218
| -5% | -$244K | 0.03% | 492 |
|
|
2015
Q2 | $4.71M | Sell |
157,395
-19,556
| -11% | -$613K | 0.02% | 594 |
|
|
2015
Q1 | $5.66M | Buy |
176,951
+40,407
| +30% | +$1.35M | 0.03% | 570 |
|
|
2014
Q4 | $4.61M | Buy |
+136,544
| New | +$4.37M | 0.03% | 612 |
|
Other funds holding HRB
VPM
VCM
