Two Sigma Investments’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 | $8.41M | Sell |
153,225
-110,416
| -42% | -$6.06M | 0.01% | 893 |
|
|
2025
Q1 | $14.5M | Buy |
263,641
+227,189
| +623% | +$12.5M | 0.03% | 591 |
|
|
2024
Q4 | $1.93M | Sell |
36,452
-3,452
| -9% | -$182K | ﹤0.01% | 1693 |
|
|
2024
Q3 | $2.54M | Buy |
39,904
+6,891
| +21% | +$438K | 0.01% | 1474 |
|
|
2024
Q2 | $1.79M | Buy |
33,013
+27,513
| +500% | +$1.49M | ﹤0.01% | 1557 |
|
|
2024
Q1 | $270K | Hold |
5,500
| – | – | ﹤0.01% | 2534 |
|
|
2023
Q4 | $266K | Buy |
+5,500
| New | +$266K | ﹤0.01% | 2650 |
|
|
2022
Q4 | – | Sell |
-58,053
| Closed | -$2.47M | – | 2858 |
|
|
2022
Q3 | $2.47M | Sell |
58,053
-70,900
| -55% | -$3.02M | 0.01% | 1027 |
|
|
2022
Q2 | $4.56M | Buy |
+128,953
| New | +$4.56M | 0.02% | 788 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2791 |
|
|
2021
Q4 | – | Sell |
-85,740
| Closed | -$2.14M | – | 2801 |
|
|
2021
Q3 | $2.14M | Sell |
85,740
-1,093,104
| -93% | -$27.3M | ﹤0.01% | 1321 |
|
|
2021
Q2 | $27.7M | Buy |
1,178,844
+967,419
| +458% | +$22.7M | 0.06% | 332 |
|
|
2021
Q1 | $4.61M | Sell |
211,425
-1,125,146
| -84% | -$24.5M | 0.01% | 873 |
|
|
2020
Q4 | $21.2M | Sell |
1,336,571
-756,622
| -36% | -$12M | 0.06% | 312 |
|
|
2020
Q3 | $34.1M | Buy |
2,093,193
+1,664,565
| +388% | +$27.1M | 0.12% | 162 |
|
|
2020
Q2 | $6.12M | Buy |
428,628
+265,177
| +162% | +$3.79M | 0.03% | 478 |
|
|
2020
Q1 | $2.3M | Buy |
163,451
+116,100
| +245% | +$1.63M | 0.02% | 646 |
|
|
2019
Q4 | $1.11M | Buy |
+47,351
| New | +$1.11M | ﹤0.01% | 1366 |
|
|
2019
Q3 | – | Sell |
-569,089
| Closed | -$16.7M | – | 2135 |
|
|
2019
Q2 | $16.7M | Buy |
569,089
+390,692
| +219% | +$11.4M | 0.06% | 364 |
|
|
2019
Q1 | $4.27M | Sell |
178,397
-40,760
| -19% | -$976K | 0.01% | 869 |
|
|
2018
Q4 | $5.56M | Buy |
219,157
+99,247
| +83% | +$2.52M | 0.02% | 678 |
|
|
2018
Q3 | $3.09M | Buy |
+119,910
| New | +$3.09M | 0.01% | 929 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2180 |
|
|
2018
Q1 | – | Sell |
-68,995
| Closed | -$1.81M | – | 2128 |
|
|
2017
Q4 | $1.81M | Buy |
+68,995
| New | +$1.81M | 0.01% | 1195 |
|
|
2017
Q3 | – | Sell |
-832,230
| Closed | -$25.7M | – | 2059 |
|
|
2017
Q2 | $25.7M | Buy |
832,230
+650,047
| +357% | +$20.1M | 0.09% | 247 |
|
|
2017
Q1 | $4.24M | Buy |
+182,183
| New | +$4.24M | 0.01% | 840 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2269 |
|
|
2016
Q3 | – | Sell |
-709,929
| Closed | -$16.3M | – | 2135 |
|
|
2016
Q2 | $16.3M | Buy |
+709,929
| New | +$16.3M | 0.07% | 315 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 2197 |
|
|
2015
Q4 | – | Sell |
-694,938
| Closed | -$25.2M | – | 2116 |
|
|
2015
Q3 | $25.2M | Sell |
694,938
-945,390
| -58% | -$34.2M | 0.13% | 191 |
|
|
2015
Q2 | $48.6M | Buy |
1,640,328
+1,466,491
| +844% | +$43.5M | 0.23% | 105 |
|
|
2015
Q1 | $5.58M | Sell |
173,837
-36,098
| -17% | -$1.16M | 0.03% | 655 |
|
|
2014
Q4 | $7.07M | Sell |
209,935
-975,103
| -82% | -$32.8M | 0.04% | 536 |
|
|
2014
Q3 | $36.7M | Sell |
1,185,038
-555,740
| -32% | -$17.2M | 0.16% | 185 |
|
|
2014
Q2 | $58.4M | Buy |
1,740,778
+1,026,177
| +144% | +$34.4M | 0.26% | 89 |
|
|
2014
Q1 | $21.6M | Buy |
714,601
+46,676
| +7% | +$1.41M | 0.12% | 247 |
|
|
2013
Q4 | $19.4M | Buy |
667,925
+616,031
| +1,187% | +$17.9M | 0.11% | 248 |
|
|
2013
Q3 | $1.38M | Sell |
51,894
-327,377
| -86% | -$8.72M | 0.01% | 906 |
|
|
2013
Q2 | $10.5M | Buy |
+379,271
| New | +$10.5M | 0.07% | 334 |
|