Zacks 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
Q1 | – | Sell |
-38,774
| Closed | -$2.05M | – | 698 |
|
|
2024
Q4 | $2.05M | Buy |
38,774
+5,870
| +18% | +$310K | 0.02% | 330 |
|
|
2024
Q3 | $2.09M | Buy |
+32,904
| New | +$2.09M | 0.02% | 338 |
|
|
2023
Q1 | – | Sell |
-79,314
| Closed | -$2.9M | – | 663 |
|
|
2022
Q4 | $2.9M | Sell |
79,314
-2,543
| -3% | -$92.8K | 0.04% | 244 |
|
|
2022
Q3 | $3.48M | Buy |
+81,857
| New | +$3.48M | 0.06% | 207 |
|
|
2020
Q3 | – | Sell |
-12,266
| Closed | -$175K | – | 534 |
|
|
2020
Q2 | $175K | Buy |
+12,266
| New | +$175K | ﹤0.01% | 482 |
|
|
2017
Q3 | – | Sell |
-10,549
| Closed | -$326K | – | 620 |
|
|
2017
Q2 | $326K | Buy |
+10,549
| New | +$326K | 0.01% | 483 |
|
|
2016
Q1 | – | Sell |
-11,560
| Closed | -$385K | – | 643 |
|
|
2015
Q4 | $385K | Buy |
+11,560
| New | +$385K | 0.01% | 449 |
|
|
2014
Q4 | – | Sell |
-15,449
| Closed | -$479K | – | 684 |
|
|
2014
Q3 | $479K | Buy |
+15,449
| New | +$479K | 0.02% | 417 |
|