Truist Financial’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 | $44.7M | Buy |
813,898
+46,529
| +6% | +$2.55M | 0.07% | 251 |
|
|
2025
Q1 | $42.1M | Buy |
767,369
+91,075
| +13% | +$5M | 0.07% | 247 |
|
|
2024
Q4 | $35.7M | Buy |
676,294
+19,593
| +3% | +$1.04M | 0.06% | 283 |
|
|
2024
Q3 | $41.7M | Buy |
656,701
+631,629
| +2,519% | +$40.1M | 0.07% | 257 |
|
|
2024
Q2 | $1.36M | Buy |
25,072
+18,148
| +262% | +$984K | ﹤0.01% | 1457 |
|
|
2024
Q1 | $340K | Sell |
6,924
-693
| -9% | -$34K | ﹤0.01% | 2215 |
|
|
2023
Q4 | $368K | Buy |
7,617
+301
| +4% | +$14.6K | ﹤0.01% | 2159 |
|
|
2023
Q3 | $315K | Sell |
7,316
-21,995
| -75% | -$947K | ﹤0.01% | 2199 |
|
|
2023
Q2 | $934K | Sell |
29,311
-28,025
| -49% | -$893K | ﹤0.01% | 1613 |
|
|
2023
Q1 | $2.02M | Sell |
57,336
-10,695
| -16% | -$377K | ﹤0.01% | 1228 |
|
|
2022
Q4 | $2.48M | Buy |
68,031
+9,173
| +16% | +$335K | ﹤0.01% | 1097 |
|
|
2022
Q3 | $2.5M | Buy |
58,858
+283
| +0.5% | +$12K | ﹤0.01% | 1057 |
|
|
2022
Q2 | $2.07M | Buy |
58,575
+46,113
| +370% | +$1.63M | ﹤0.01% | 1197 |
|
|
2022
Q1 | $325K | Buy |
12,462
+1,119
| +10% | +$29.2K | ﹤0.01% | 2255 |
|
|
2021
Q4 | $267K | Sell |
11,343
-7,379
| -39% | -$174K | ﹤0.01% | 2398 |
|
|
2021
Q3 | $468K | Sell |
18,722
-60,185
| -76% | -$1.5M | ﹤0.01% | 2020 |
|
|
2021
Q2 | $1.85M | Sell |
78,907
-79
| -0.1% | -$1.86K | ﹤0.01% | 1327 |
|
|
2021
Q1 | $1.72M | Sell |
78,986
-761
| -1% | -$16.6K | ﹤0.01% | 1300 |
|
|
2020
Q4 | $1.27M | Buy |
79,747
+22,097
| +38% | +$351K | ﹤0.01% | 1356 |
|
|
2020
Q3 | $939K | Buy |
57,650
+993
| +2% | +$16.2K | ﹤0.01% | 1386 |
|
|
2020
Q2 | $809K | Sell |
56,657
-72,080
| -56% | -$1.03M | ﹤0.01% | 1370 |
|
|
2020
Q1 | $1.81M | Buy |
128,737
+4,981
| +4% | +$70.1K | ﹤0.01% | 1008 |
|
|
2019
Q4 | $2.91M | Buy |
+123,756
| New | +$2.91M | 0.01% | 963 |
|
|
2016
Q2 | – | Sell |
-1,800
| Closed | -$48K | – | 869 |
|
|
2016
Q1 | $48K | Sell |
1,800
-7,099
| -80% | -$189K | ﹤0.01% | 776 |
|
|
2015
Q4 | $296K | Sell |
8,899
-1,078
| -11% | -$35.9K | 0.01% | 640 |
|
|
2015
Q3 | $361K | Sell |
9,977
-981
| -9% | -$35.5K | 0.01% | 622 |
|
|
2015
Q2 | $325K | Buy |
10,958
+377
| +4% | +$11.2K | 0.01% | 634 |
|
|
2015
Q1 | $340K | Buy |
+10,581
| New | +$340K | 0.01% | 625 |
|
|
2014
Q4 | – | Sell |
-6,719
| Closed | -$208K | – | 797 |
|
|
2014
Q3 | $208K | Buy |
+6,719
| New | +$208K | 0.01% | 728 |
|