Allworth 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 | $273K | Buy |
4,979
+1,957
| +65% | +$107K | ﹤0.01% | 1046 |
|
|
2025
Q1 | $178K | Sell |
3,022
-946
| -24% | -$55.6K | ﹤0.01% | 983 |
|
|
2024
Q4 | $211K | Buy |
3,968
+2,322
| +141% | +$124K | ﹤0.01% | 924 |
|
|
2024
Q3 | $105K | Sell |
1,646
-829
| -33% | -$52.7K | ﹤0.01% | 1065 |
|
|
2024
Q2 | $138K | Sell |
2,475
-48
| -2% | -$2.68K | ﹤0.01% | 946 |
|
|
2024
Q1 | $124K | Buy |
2,523
+292
| +13% | +$14.3K | ﹤0.01% | 945 |
|
|
2023
Q4 | $108K | Sell |
2,231
-7,992
| -78% | -$387K | ﹤0.01% | 915 |
|
|
2023
Q3 | $440K | Buy |
10,223
+57
| +0.6% | +$2.46K | ﹤0.01% | 516 |
|
|
2023
Q2 | $324K | Buy |
10,166
+372
| +4% | +$11.9K | ﹤0.01% | 591 |
|
|
2023
Q1 | $345K | Sell |
9,794
-2
| -0% | -$70 | ﹤0.01% | 545 |
|
|
2022
Q4 | $358K | Sell |
9,796
-4,791
| -33% | -$175K | ﹤0.01% | 529 |
|
|
2022
Q3 | $621K | Buy |
14,587
+3,711
| +34% | +$158K | 0.01% | 387 |
|
|
2022
Q2 | $384K | Buy |
10,876
+16
| +0.1% | +$565 | 0.01% | 450 |
|
|
2022
Q1 | $283K | Hold |
10,860
| – | – | ﹤0.01% | 491 |
|
|
2021
Q4 | $256K | Buy |
10,860
+115
| +1% | +$2.71K | ﹤0.01% | 480 |
|
|
2021
Q3 | $269K | Buy |
10,745
+121
| +1% | +$3.03K | ﹤0.01% | 419 |
|
|
2021
Q2 | $249K | Buy |
+10,624
| New | +$249K | ﹤0.01% | 340 |
|