UMB Bank’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 | $272K | Sell |
4,954
-526
| -10% | -$28.9K | ﹤0.01% | 524 |
|
|
2025
Q1 | $301K | Buy |
5,480
+794
| +17% | +$43.6K | 0.01% | 493 |
|
|
2024
Q4 | $248K | Sell |
4,686
-13
| -0.3% | -$687 | ﹤0.01% | 528 |
|
|
2024
Q3 | $299K | Buy |
4,699
+349
| +8% | +$22.2K | ﹤0.01% | 499 |
|
|
2024
Q2 | $236K | Buy |
4,350
+54
| +1% | +$2.93K | ﹤0.01% | 530 |
|
|
2024
Q1 | $211K | Buy |
4,296
+16
| +0.4% | +$786 | ﹤0.01% | 562 |
|
|
2023
Q4 | $207K | Hold |
4,280
| – | – | ﹤0.01% | 574 |
|
|
2023
Q3 | $184K | Hold |
4,280
| – | – | ﹤0.01% | 582 |
|
|
2023
Q2 | $136K | Hold |
4,280
| – | – | ﹤0.01% | 645 |
|
|
2023
Q1 | $151K | Hold |
4,280
| – | – | ﹤0.01% | 620 |
|
|
2022
Q4 | $156K | Sell |
4,280
-125
| -3% | -$4.56K | ﹤0.01% | 622 |
|
|
2022
Q3 | $187K | Sell |
4,405
-377
| -8% | -$16K | ﹤0.01% | 616 |
|
|
2022
Q2 | $169K | Sell |
4,782
-16
| -0.3% | -$565 | ﹤0.01% | 658 |
|
|
2022
Q1 | $125K | Hold |
4,798
| – | – | ﹤0.01% | 731 |
|
|
2021
Q4 | $113K | Buy |
+4,798
| New | +$113K | ﹤0.01% | 784 |
|
|
2017
Q1 | – | Sell |
-11,105
| Closed | -$256K | – | 340 |
|
|
2016
Q4 | $256K | Hold |
11,105
| – | – | 0.01% | 298 |
|
|
2016
Q3 | $257K | Buy |
11,105
+854
| +8% | +$19.8K | 0.01% | 314 |
|
|
2016
Q2 | $236K | Buy |
+10,251
| New | +$236K | 0.01% | 312 |
|