Capital Advisory Group Advisory Services’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $505K | Hold |
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|
2025
Q2 | $548K | Sell |
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|
2025
Q1 | $555K | Sell |
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|
2024
Q4 | $538K | Buy |
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|
2024
Q3 | $602K | Buy |
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $367K | Buy |
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|
2022
Q4 | $374K | Hold |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $244K | Sell |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $175K | Buy |
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|
2020
Q3 | $145K | Buy |
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|
2020
Q2 | $127K | Buy |
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