Voloridge Investment 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 | $47.4M | Buy |
863,653
+255,900
| +42% | +$14M | 0.17% | 145 |
|
|
2025
Q1 | $33.4M | Buy |
+607,753
| New | +$33.4M | 0.12% | 227 |
|
|
2024
Q3 | – | Sell |
-657,571
| Closed | -$35.7M | – | 1250 |
|
|
2024
Q2 | $35.7M | Sell |
657,571
-211,638
| -24% | -$11.5M | 0.13% | 226 |
|
|
2024
Q1 | $42.7M | Buy |
869,209
+421,190
| +94% | +$20.7M | 0.16% | 188 |
|
|
2023
Q4 | $21.7M | Sell |
448,019
-305,394
| -41% | -$14.8M | 0.09% | 298 |
|
|
2023
Q3 | $32.4M | Sell |
753,413
-147,087
| -16% | -$6.33M | 0.16% | 176 |
|
|
2023
Q2 | $28.7M | Buy |
900,500
+247,557
| +38% | +$7.89M | 0.14% | 208 |
|
|
2023
Q1 | $23M | Sell |
652,943
-86,642
| -12% | -$3.05M | 0.11% | 264 |
|
|
2022
Q4 | $27M | Buy |
739,585
+64,775
| +10% | +$2.36M | 0.15% | 200 |
|
|
2022
Q3 | $28.7M | Sell |
674,810
-50,136
| -7% | -$2.13M | 0.15% | 185 |
|
|
2022
Q2 | $25.6M | Buy |
724,946
+584,716
| +417% | +$20.7M | 0.13% | 229 |
|
|
2022
Q1 | $3.65M | Buy |
+140,230
| New | +$3.65M | 0.02% | 749 |
|
|
2021
Q3 | – | Sell |
-190,675
| Closed | -$4.48M | – | 1729 |
|
|
2021
Q2 | $4.48M | Buy |
190,675
+156,972
| +466% | +$3.69M | 0.03% | 683 |
|
|
2021
Q1 | $735K | Sell |
33,703
-50,583
| -60% | -$1.1M | 0.01% | 1105 |
|
|
2020
Q4 | $1.34M | Sell |
84,286
-373,850
| -82% | -$5.93M | 0.01% | 882 |
|
|
2020
Q3 | $7.46M | Buy |
458,136
+347,625
| +315% | +$5.66M | 0.06% | 327 |
|
|
2020
Q2 | $1.58M | Sell |
110,511
-57,694
| -34% | -$824K | 0.02% | 695 |
|
|
2020
Q1 | $2.37M | Buy |
+168,205
| New | +$2.37M | 0.07% | 310 |
|
|
2019
Q4 | – | Sell |
-54,880
| Closed | -$1.3M | – | 1210 |
|
|
2019
Q3 | $1.3M | Sell |
54,880
-253,761
| -82% | -$5.99M | 0.02% | 578 |
|
|
2019
Q2 | $9.04M | Buy |
308,641
+140,374
| +83% | +$4.11M | 0.25% | 89 |
|
|
2019
Q1 | $4.03M | Buy |
+168,267
| New | +$4.03M | 0.12% | 170 |
|
|
2018
Q1 | – | Sell |
-40,921
| Closed | -$1.07M | – | 558 |
|
|
2017
Q4 | $1.07M | Buy |
+40,921
| New | +$1.07M | 0.02% | 368 |
|
|
2017
Q3 | – | Sell |
-263,932
| Closed | -$8.16M | – | 445 |
|
|
2017
Q2 | $8.16M | Buy |
263,932
+252,532
| +2,215% | +$7.81M | 0.2% | 129 |
|
|
2017
Q1 | $265K | Buy |
+11,400
| New | +$265K | 0.01% | 449 |
|
|
2016
Q2 | – | Sell |
-502,353
| Closed | -$13.3M | – | 351 |
|
|
2016
Q1 | $13.3M | Buy |
+502,353
| New | +$13.3M | 0.31% | 70 |
|