Thrivent Financial for Lutherans’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 | $1.73M | Buy |
31,522
+140
| +0.4% | +$7.68K | ﹤0.01% | 1455 |
|
|
2025
Q1 | $1.72M | Sell |
31,382
-864
| -3% | -$47.4K | ﹤0.01% | 1375 |
|
|
2024
Q4 | $1.7M | Sell |
32,246
-47,444
| -60% | -$2.51M | ﹤0.01% | 1554 |
|
|
2024
Q3 | $5.06M | Sell |
79,690
-7,928
| -9% | -$504K | 0.01% | 917 |
|
|
2024
Q2 | $4.75M | Buy |
87,618
+52,654
| +151% | +$2.86M | 0.01% | 921 |
|
|
2024
Q1 | $1.72M | Sell |
34,964
-992
| -3% | -$48.7K | ﹤0.01% | 1526 |
|
|
2023
Q4 | $1.74M | Sell |
35,956
-2,175
| -6% | -$105K | ﹤0.01% | 1484 |
|
|
2023
Q3 | $1.64M | Sell |
38,131
-1,175
| -3% | -$50.6K | ﹤0.01% | 1424 |
|
|
2023
Q2 | $1.25M | Sell |
39,306
-881
| -2% | -$28.1K | ﹤0.01% | 1658 |
|
|
2023
Q1 | $1.42M | Sell |
40,187
-20,597
| -34% | -$726K | ﹤0.01% | 1559 |
|
|
2022
Q4 | $2.22M | Buy |
60,784
+18,545
| +44% | +$677K | 0.01% | 1189 |
|
|
2022
Q3 | $1.8M | Buy |
42,239
+369
| +0.9% | +$15.7K | ﹤0.01% | 1286 |
|
|
2022
Q2 | $1.48M | Sell |
41,870
-1,125
| -3% | -$39.7K | ﹤0.01% | 1434 |
|
|
2022
Q1 | $1.12M | Sell |
42,995
-3,314
| -7% | -$86.3K | ﹤0.01% | 1761 |
|
|
2021
Q4 | $1.09M | Sell |
46,309
-232
| -0.5% | -$5.47K | ﹤0.01% | 1804 |
|
|
2021
Q3 | $1.16M | Sell |
46,541
-149,209
| -76% | -$3.73M | ﹤0.01% | 1725 |
|
|
2021
Q2 | $4.6M | Buy |
195,750
+146,989
| +301% | +$3.45M | 0.01% | 963 |
|
|
2021
Q1 | $1.06M | Sell |
48,761
-82,008
| -63% | -$1.79M | ﹤0.01% | 1829 |
|
|
2020
Q4 | $2.07M | Buy |
130,769
+67,867
| +108% | +$1.08M | ﹤0.01% | 1295 |
|
|
2020
Q3 | $1.02M | Buy |
+62,902
| New | +$1.02M | ﹤0.01% | 1549 |
|
|
2020
Q1 | – | Sell |
-8,899
| Closed | -$209K | – | 2292 |
|
|
2019
Q4 | $209K | Sell |
8,899
-361
| -4% | -$8.48K | ﹤0.01% | 2154 |
|
|
2019
Q3 | $219K | Hold |
9,260
| – | – | ﹤0.01% | 2117 |
|
|
2019
Q2 | $271K | Buy |
9,260
+82
| +0.9% | +$2.4K | ﹤0.01% | 2052 |
|
|
2019
Q1 | $220K | Buy |
9,178
+35
| +0.4% | +$839 | ﹤0.01% | 2089 |
|
|
2018
Q4 | $232K | Buy |
9,143
+161
| +2% | +$4.09K | ﹤0.01% | 1902 |
|
|
2018
Q3 | $231K | Buy |
8,982
+198
| +2% | +$5.09K | ﹤0.01% | 1945 |
|
|
2018
Q2 | $200K | Buy |
8,784
+60
| +0.7% | +$1.37K | ﹤0.01% | 1968 |
|
|
2018
Q1 | $222K | Buy |
8,724
+164
| +2% | +$4.17K | ﹤0.01% | 1931 |
|
|
2017
Q4 | $224K | Sell |
8,560
-23
| -0.3% | -$602 | ﹤0.01% | 1961 |
|
|
2017
Q3 | $227K | Buy |
8,583
+803
| +10% | +$21.2K | ﹤0.01% | 1858 |
|
|
2017
Q2 | $240K | Buy |
+7,780
| New | +$240K | ﹤0.01% | 1814 |
|
|
2016
Q1 | – | Sell |
-6,620
| Closed | -$221K | – | 1992 |
|
|
2015
Q4 | $221K | Sell |
6,620
-880
| -12% | -$29.4K | ﹤0.01% | 1718 |
|
|
2015
Q3 | $272K | Buy |
7,500
+300
| +4% | +$10.9K | ﹤0.01% | 1488 |
|
|
2015
Q2 | $213K | Buy |
7,200
+400
| +6% | +$11.8K | ﹤0.01% | 1592 |
|
|
2015
Q1 | $218K | Buy |
6,800
+300
| +5% | +$9.62K | ﹤0.01% | 1559 |
|
|
2014
Q4 | $219K | Hold |
6,500
| – | – | ﹤0.01% | 1548 |
|
|
2014
Q3 | $202K | Buy |
6,500
+100
| +2% | +$3.11K | ﹤0.01% | 1590 |
|
|
2014
Q2 | $215K | Buy |
+6,400
| New | +$215K | ﹤0.01% | 1596 |
|
|
2013
Q3 | – | Sell |
-9,500
| Closed | -$264 | – | 1563 |
|
|
2013
Q2 | $264 | Buy |
+9,500
| New | +$264 | ﹤0.01% | 1287 |
|