Cetera Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $780K | Buy |
15,876
+842
| +6% | +$41.4K | 0.01% | 1292 |
|
|
2023
Q4 | $727K | Buy |
+15,034
| New | +$727K | 0.01% | 922 |
|
|
2023
Q2 | – | Sell |
-6,317
| Closed | -$223K | – | 1694 |
|
|
2023
Q1 | $223K | Sell |
6,317
-292
| -4% | -$10.3K | ﹤0.01% | 1438 |
|
|
2022
Q4 | $241K | Sell |
6,609
-451
| -6% | -$16.5K | ﹤0.01% | 1347 |
|
|
2022
Q3 | $0 | Buy |
+7,060
| New | – | ﹤0.01% | 1392 |
|
|
2017
Q1 | – | Sell |
-13,700
| Closed | -$308K | – | 802 |
|
|
2016
Q4 | $308K | Sell |
13,700
-1,207
| -8% | -$27.1K | 0.02% | 520 |
|
|
2016
Q3 | $343K | Sell |
14,907
-242
| -2% | -$5.57K | 0.03% | 536 |
|
|
2016
Q2 | $343K | Buy |
+15,149
| New | +$343K | 0.03% | 532 |
|
|
2015
Q4 | – | Sell |
-29,968
| Closed | -$1.09M | – | 733 |
|
|
2015
Q3 | $1.09M | Sell |
29,968
-460
| -2% | -$16.8K | 0.1% | 214 |
|
|
2015
Q2 | $907K | Buy |
+30,428
| New | +$907K | 0.08% | 267 |
|