Swedbank’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 | $19M | Buy |
346,150
+60,768
| +21% | +$3.34M | 0.02% | 385 |
|
|
2025
Q1 | $15.7M | Hold |
285,382
| – | – | 0.02% | 394 |
|
|
2024
Q4 | $15.1M | Hold |
285,382
| – | – | 0.02% | 402 |
|
|
2024
Q3 | $18.1M | Buy |
285,382
+69,414
| +32% | +$4.41M | 0.02% | 371 |
|
|
2024
Q2 | $11.7M | Buy |
215,968
+507
| +0.2% | +$27.5K | 0.02% | 413 |
|
|
2024
Q1 | $10.6M | Sell |
215,461
-507
| -0.2% | -$24.9K | 0.09% | 303 |
|
|
2023
Q4 | $10.4M | Hold |
215,968
| – | – | 0.02% | 426 |
|
|
2023
Q3 | $9.3M | Hold |
215,968
| – | – | 0.02% | 418 |
|
|
2023
Q2 | $6.88M | Hold |
215,968
| – | – | 0.01% | 466 |
|
|
2023
Q1 | $7.61M | Hold |
215,968
| – | – | 0.02% | 452 |
|
|
2022
Q4 | $7.88M | Hold |
215,968
| – | – | 0.02% | 450 |
|
|
2022
Q3 | $9.19M | Hold |
215,968
| – | – | 0.02% | 424 |
|
|
2022
Q2 | $7.63M | Sell |
215,968
-841,430
| -80% | -$29.7M | 0.02% | 461 |
|
|
2022
Q1 | $27.5M | Buy |
1,057,398
+507
| +0% | +$13.2K | 0.05% | 277 |
|
|
2021
Q4 | $25M | Hold |
1,056,891
| – | – | 0.04% | 304 |
|
|
2021
Q3 | $26.4M | Hold |
1,056,891
| – | – | 0.05% | 282 |
|
|
2021
Q2 | $24.8M | Sell |
1,056,891
-59,572
| -5% | -$1.4M | 0.05% | 303 |
|
|
2021
Q1 | $24.3M | Sell |
1,116,463
-1,205,872
| -52% | -$26.3M | 0.05% | 298 |
|
|
2020
Q4 | $36M | Sell |
2,322,335
-580,784
| -20% | -$9.01M | 0.11% | 120 |
|
|
2020
Q3 | $47.3M | Sell |
2,903,119
-1,610,985
| -36% | -$26.2M | 0.16% | 105 |
|
|
2020
Q2 | $64.5M | Sell |
4,514,104
-213,708
| -5% | -$3.05M | 0.23% | 102 |
|
|
2020
Q1 | $66.6M | Sell |
4,727,812
-4,820
| -0.1% | -$67.9K | 0.33% | 86 |
|
|
2019
Q4 | $111M | Buy |
4,732,632
+83,459
| +2% | +$1.95M | 0.45% | 82 |
|
|
2019
Q3 | $110M | Sell |
4,649,173
-50,924
| -1% | -$1.2M | 0.5% | 73 |
|
|
2019
Q2 | $138M | Sell |
4,700,097
-495,167
| -10% | -$14.5M | 0.62% | 54 |
|
|
2019
Q1 | $124M | Buy |
5,195,264
+18,193
| +0.4% | +$436K | 0.59% | 59 |
|
|
2018
Q4 | $131M | Buy |
+5,177,071
| New | +$131M | 0.72% | 54 |
|