Bogart Wealth LLC’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 | $47.5K | Buy |
866
+200
| +30% | +$11K | ﹤0.01% | 454 |
|
|
2025
Q1 | $36.6K | Buy |
666
+200
| +43% | +$11K | ﹤0.01% | 470 |
|
|
2024
Q4 | $24.6K | Hold |
466
| – | – | ﹤0.01% | 541 |
|
|
2024
Q3 | $29.6K | Buy |
466
+400
| +606% | +$25.4K | ﹤0.01% | 489 |
|
|
2024
Q2 | $3.58K | Hold |
66
| – | – | ﹤0.01% | 849 |
|
|
2024
Q1 | $3.24K | Hold |
66
| – | – | ﹤0.01% | 842 |
|
|
2023
Q4 | $3.19K | Buy |
+66
| New | +$3.19K | ﹤0.01% | 832 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$35.3K | – | 1083 |
|
|
2023
Q1 | $35.3K | Hold |
1,000
| – | – | ﹤0.01% | 378 |
|
|
2022
Q4 | $36.5K | Hold |
1,000
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 316 |
|
|
2022
Q2 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 343 |
|
|
2022
Q1 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 346 |
|
|
2021
Q4 | $24K | Sell |
1,000
-620
| -38% | -$14.9K | ﹤0.01% | 343 |
|
|
2021
Q3 | $41K | Hold |
1,620
| – | – | ﹤0.01% | 266 |
|
|
2021
Q2 | $38K | Buy |
1,620
+1,000
| +161% | +$23.5K | ﹤0.01% | 263 |
|
|
2021
Q1 | $14K | Hold |
620
| – | – | ﹤0.01% | 367 |
|
|
2020
Q4 | $9K | Buy |
+620
| New | +$9K | ﹤0.01% | 335 |
|