Advisornet Financial’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 | $549 | Sell |
10
-207
| -95% | -$11.4K | ﹤0.01% | 2021 |
|
|
2025
Q1 | $11.9K | Sell |
217
-8
| -4% | -$439 | ﹤0.01% | 1334 |
|
|
2024
Q4 | $11.9K | Buy |
225
+9
| +4% | +$476 | ﹤0.01% | 1269 |
|
|
2024
Q3 | $13.7K | Buy |
216
+76
| +54% | +$4.83K | ﹤0.01% | 1317 |
|
|
2024
Q2 | $7.59K | Buy |
140
+125
| +833% | +$6.78K | ﹤0.01% | 1370 |
|
|
2024
Q1 | $737 | Sell |
15
-25
| -63% | -$1.23K | ﹤0.01% | 1841 |
|
|
2023
Q4 | $1.94K | Buy |
40
+5
| +14% | +$242 | ﹤0.01% | 1720 |
|
|
2023
Q3 | $1.51K | Buy |
35
+4
| +13% | +$172 | ﹤0.01% | 1716 |
|
|
2023
Q2 | $988 | Buy |
31
+28
| +933% | +$892 | ﹤0.01% | 1885 |
|
|
2023
Q1 | $106 | Sell |
3
-28
| -90% | -$989 | ﹤0.01% | 2306 |
|
|
2022
Q4 | $1.13K | Buy |
+31
| New | +$1.13K | ﹤0.01% | 1800 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1909 |
|
|
2022
Q2 | – | Sell |
-17,041
| Closed | -$444K | – | 1977 |
|
|
2022
Q1 | $444K | Buy |
17,041
+4,280
| +34% | +$112K | 0.03% | 386 |
|
|
2021
Q4 | $301K | Sell |
12,761
-214
| -2% | -$5.05K | 0.02% | 501 |
|
|
2021
Q3 | $324K | Buy |
12,975
+825
| +7% | +$20.6K | 0.02% | 446 |
|
|
2021
Q2 | $285K | Buy |
12,150
+7,210
| +146% | +$169K | 0.02% | 500 |
|
|
2021
Q1 | $108K | Buy |
4,940
+2,720
| +123% | +$59.5K | 0.01% | 723 |
|
|
2020
Q4 | $35K | Hold |
2,220
| – | – | ﹤0.01% | 967 |
|
|
2020
Q3 | $36K | Hold |
2,220
| – | – | ﹤0.01% | 933 |
|
|
2020
Q2 | $32K | Hold |
2,220
| – | – | ﹤0.01% | 966 |
|
|
2020
Q1 | $31K | Hold |
2,220
| – | – | ﹤0.01% | 940 |
|
|
2019
Q4 | $52K | Buy |
2,220
+1,392
| +168% | +$32.6K | ﹤0.01% | 878 |
|
|
2019
Q3 | $20K | Buy |
+828
| New | +$20K | ﹤0.01% | 1178 |
|