VOYA 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 | $19.2M | Buy |
349,625
+40,235
| +13% | +$2.21M | 0.02% | 541 |
|
|
2025
Q1 | $17M | Sell |
309,390
-28,541
| -8% | -$1.57M | 0.02% | 573 |
|
|
2024
Q4 | $17.9M | Buy |
337,931
+7,171
| +2% | +$379K | 0.02% | 578 |
|
|
2024
Q3 | $21M | Sell |
330,760
-51,086
| -13% | -$3.25M | 0.02% | 534 |
|
|
2024
Q2 | $20.7M | Buy |
381,846
+124,809
| +49% | +$6.77M | 0.02% | 532 |
|
|
2024
Q1 | $12.6M | Sell |
257,037
-10,590
| -4% | -$520K | 0.01% | 676 |
|
|
2023
Q4 | $12.9M | Sell |
267,627
-4,164
| -2% | -$201K | 0.01% | 654 |
|
|
2023
Q3 | $11.7M | Sell |
271,791
-159,203
| -37% | -$6.86M | 0.01% | 652 |
|
|
2023
Q2 | $13.7M | Buy |
430,994
+48,871
| +13% | +$1.56M | 0.01% | 623 |
|
|
2023
Q1 | $13.5M | Buy |
382,123
+120,979
| +46% | +$4.26M | 0.01% | 633 |
|
|
2022
Q4 | $9.53M | Buy |
261,144
+202,275
| +344% | +$7.39M | 0.01% | 735 |
|
|
2022
Q3 | $2.5M | Sell |
58,869
-3,201
| -5% | -$136K | ﹤0.01% | 1229 |
|
|
2022
Q2 | $2.19M | Sell |
62,070
-55,857
| -47% | -$1.97M | 0.01% | 1072 |
|
|
2022
Q1 | $3.07M | Sell |
117,927
-8,485
| -7% | -$221K | 0.01% | 985 |
|
|
2021
Q4 | $2.98M | Sell |
126,412
-41,162
| -25% | -$970K | 0.01% | 993 |
|
|
2021
Q3 | $4.19M | Buy |
167,574
+6,918
| +4% | +$173K | 0.01% | 900 |
|
|
2021
Q2 | $3.77M | Sell |
160,656
-27,615
| -15% | -$648K | 0.01% | 964 |
|
|
2021
Q1 | $4.1M | Buy |
188,271
+69,095
| +58% | +$1.51M | 0.01% | 917 |
|
|
2020
Q4 | $1.89M | Sell |
119,176
-6,218
| -5% | -$98.6K | ﹤0.01% | 1178 |
|
|
2020
Q3 | $2.04M | Buy |
125,394
+6,248
| +5% | +$102K | ﹤0.01% | 1023 |
|
|
2020
Q2 | $1.7M | Buy |
119,146
+22,659
| +23% | +$323K | ﹤0.01% | 1078 |
|
|
2020
Q1 | $1.36M | Sell |
96,487
-2,494
| -3% | -$35.1K | ﹤0.01% | 1097 |
|
|
2019
Q4 | $2.32M | Sell |
98,981
-16,010
| -14% | -$376K | ﹤0.01% | 1040 |
|
|
2019
Q3 | $2.72M | Sell |
114,991
-35,459
| -24% | -$838K | 0.01% | 944 |
|
|
2019
Q2 | $4.41M | Buy |
150,450
+1,542
| +1% | +$45.2K | 0.01% | 838 |
|
|
2019
Q1 | $3.57M | Sell |
148,908
-190,951
| -56% | -$4.57M | 0.01% | 887 |
|
|
2018
Q4 | $8.62M | Sell |
339,859
-44,574
| -12% | -$1.13M | 0.02% | 583 |
|
|
2018
Q3 | $9.9M | Sell |
384,433
-11,696
| -3% | -$301K | 0.02% | 617 |
|
|
2018
Q2 | $9.02M | Buy |
396,129
+280,691
| +243% | +$6.39M | 0.02% | 636 |
|
|
2018
Q1 | $2.93M | Sell |
115,438
-1,822
| -2% | -$46.3K | 0.01% | 939 |
|
|
2017
Q4 | $3.07M | Sell |
117,260
-4,573
| -4% | -$120K | 0.01% | 933 |
|
|
2017
Q3 | $3.23M | Sell |
121,833
-317
| -0.3% | -$8.39K | 0.01% | 901 |
|
|
2017
Q2 | $3.78M | Sell |
122,150
-199,976
| -62% | -$6.18M | 0.01% | 860 |
|
|
2017
Q1 | $7.49M | Sell |
322,126
-2,826
| -0.9% | -$65.7K | 0.02% | 680 |
|
|
2016
Q4 | $7.47M | Buy |
324,952
+9,793
| +3% | +$225K | 0.02% | 668 |
|
|
2016
Q3 | $7.3K | Buy |
315,159
+1,570
| +0.5% | +$36 | 0.01% | 686 |
|
|
2016
Q2 | $7.21M | Buy |
313,589
+115,242
| +58% | +$2.65M | 0.02% | 674 |
|
|
2016
Q1 | $5.24M | Buy |
198,347
+33,043
| +20% | +$873K | 0.01% | 741 |
|
|
2015
Q4 | $5.51M | Sell |
165,304
-34,183
| -17% | -$1.14M | 0.01% | 753 |
|
|
2015
Q3 | $7.22M | Buy |
199,487
+1,825
| +0.9% | +$66.1K | 0.02% | 658 |
|
|
2015
Q2 | $5.86M | Sell |
197,662
-6,122
| -3% | -$181K | 0.01% | 746 |
|
|
2015
Q1 | $6.54M | Sell |
203,784
-508
| -0.2% | -$16.3K | 0.01% | 726 |
|
|
2014
Q4 | $6.88M | Sell |
204,292
-12,505
| -6% | -$421K | 0.02% | 707 |
|
|
2014
Q3 | $6.72M | Sell |
216,797
-6,697
| -3% | -$208K | 0.02% | 708 |
|
|
2014
Q2 | $7.49M | Buy |
223,494
+2,477
| +1% | +$83K | 0.02% | 700 |
|
|
2014
Q1 | $6.67M | Buy |
221,017
+170
| +0.1% | +$5.13K | 0.02% | 714 |
|
|
2013
Q4 | $6.41M | Sell |
220,847
-1,625
| -0.7% | -$47.2K | 0.01% | 721 |
|
|
2013
Q3 | $5.93M | Sell |
222,472
-12,328
| -5% | -$329K | 0.01% | 730 |
|
|
2013
Q2 | $6.52M | Buy |
+234,800
| New | +$6.52M | 0.02% | 687 |
|