Cetera Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $780K | Buy |
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|
2023
Q4 | $727K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $0 | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $308K | Sell |
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|
2016
Q3 | $343K | Sell |
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|
2016
Q2 | $343K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.09M | Sell |
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|
2015
Q2 | $907K | Buy |
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