Verition Fund Management’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 | $5.09M | Buy |
92,737
+47,886
| +107% | +$2.63M | 0.02% | 845 |
|
|
2025
Q1 | $2.46M | Sell |
44,851
-41,300
| -48% | -$2.27M | 0.01% | 1119 |
|
|
2024
Q4 | $4.55M | Buy |
86,151
+61,571
| +250% | +$3.25M | 0.02% | 755 |
|
|
2024
Q3 | $1.56M | Buy |
24,580
+15,489
| +170% | +$984K | 0.01% | 1102 |
|
|
2024
Q2 | $493K | Buy |
+9,091
| New | +$493K | ﹤0.01% | 1467 |
|
|
2023
Q3 | – | Sell |
-7,796
| Closed | -$248K | – | 2106 |
|
|
2023
Q2 | $248K | Buy |
+7,796
| New | +$248K | ﹤0.01% | 1462 |
|
|
2022
Q4 | – | Sell |
-14,663
| Closed | -$624K | – | 1905 |
|
|
2022
Q3 | $624K | Buy |
14,663
+226
| +2% | +$9.62K | 0.01% | 1375 |
|
|
2022
Q2 | $510K | Buy |
+14,437
| New | +$510K | 0.01% | 1383 |
|
|
2021
Q3 | – | Sell |
-10,879
| Closed | -$255K | – | 1833 |
|
|
2021
Q2 | $255K | Buy |
+10,879
| New | +$255K | ﹤0.01% | 1300 |
|
|
2021
Q1 | – | Sell |
-11,315
| Closed | -$179K | – | 1505 |
|
|
2020
Q4 | $179K | Sell |
11,315
-5,297
| -32% | -$83.8K | ﹤0.01% | 865 |
|
|
2020
Q3 | $271K | Sell |
16,612
-56,565
| -77% | -$923K | 0.01% | 739 |
|
|
2020
Q2 | $1.05M | Buy |
+73,177
| New | +$1.05M | 0.03% | 338 |
|
|
2020
Q1 | – | Sell |
-42,858
| Closed | -$1.01M | – | 712 |
|
|
2019
Q4 | $1.01M | Buy |
42,858
+22,214
| +108% | +$521K | 0.02% | 364 |
|
|
2019
Q3 | $488K | Buy |
+20,644
| New | +$488K | 0.01% | 530 |
|
|
2018
Q4 | – | Sell |
-49,591
| Closed | -$1.28M | – | 942 |
|
|
2018
Q3 | $1.28M | Sell |
49,591
-30,414
| -38% | -$783K | 0.05% | 442 |
|
|
2018
Q2 | $1.82M | Buy |
80,005
+70,176
| +714% | +$1.6M | 0.11% | 211 |
|
|
2018
Q1 | $250K | Sell |
9,829
-29,043
| -75% | -$739K | 0.02% | 852 |
|
|
2017
Q4 | $1.02M | Buy |
38,872
+27,242
| +234% | +$714K | 0.09% | 213 |
|
|
2017
Q3 | $308K | Sell |
11,630
-15,533
| -57% | -$411K | 0.02% | 794 |
|
|
2017
Q2 | $840K | Sell |
27,163
-2,966
| -10% | -$91.7K | 0.08% | 200 |
|
|
2017
Q1 | $700K | Buy |
+30,129
| New | +$700K | 0.07% | 353 |
|
|
2016
Q3 | – | Sell |
-54,025
| Closed | -$1.24M | – | 1115 |
|
|
2016
Q2 | $1.24M | Buy |
+54,025
| New | +$1.24M | 0.16% | 119 |
|
|
2015
Q3 | – | Sell |
-9,342
| Closed | -$277K | – | 591 |
|
|
2015
Q2 | $277K | Buy |
+9,342
| New | +$277K | 0.05% | 320 |
|
|
2013
Q3 | – | Sell |
-9,942
| Closed | -$276K | – | 566 |
|
|
2013
Q2 | $276K | Buy |
+9,942
| New | +$276K | 0.05% | 351 |
|