Bruce G. Allen Investments’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 | – | Hold |
0
| – | – | – | 1109 |
|
|
2025
Q1 | – | Sell |
-18
| Closed | -$951 | – | 1111 |
|
|
2024
Q4 | $951 | Hold |
18
| – | – | ﹤0.01% | 832 |
|
|
2024
Q3 | $1.14K | Hold |
18
| – | – | ﹤0.01% | 796 |
|
|
2024
Q2 | $976 | Buy |
18
+14
| +350% | +$759 | ﹤0.01% | 776 |
|
|
2024
Q1 | $196 | Buy |
+4
| New | +$196 | ﹤0.01% | 940 |
|