Cetera Investment Advisers’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 | $1.79M | Sell |
32,555
-19,977
| -38% | -$1.1M | ﹤0.01% | 1926 |
|
|
2025
Q1 | $2.88M | Buy |
52,532
+14,934
| +40% | +$820K | 0.01% | 1473 |
|
|
2024
Q4 | $1.99M | Buy |
37,598
+4,313
| +13% | +$228K | ﹤0.01% | 1667 |
|
|
2024
Q3 | $2.12M | Buy |
33,285
+2,970
| +10% | +$189K | ﹤0.01% | 1591 |
|
|
2024
Q2 | $1.64M | Sell |
30,315
-7,058
| -19% | -$383K | ﹤0.01% | 1719 |
|
|
2024
Q1 | $1.84M | Buy |
37,373
+31,842
| +576% | +$1.56M | ﹤0.01% | 1616 |
|
|
2023
Q4 | $268K | Sell |
5,531
-9,663
| -64% | -$467K | ﹤0.01% | 1853 |
|
|
2023
Q3 | $654K | Buy |
15,194
+1,466
| +11% | +$63.1K | 0.01% | 1284 |
|
|
2023
Q2 | $438K | Sell |
13,728
-27,494
| -67% | -$876K | ﹤0.01% | 1526 |
|
|
2023
Q1 | $1.45M | Sell |
41,222
-1,172
| -3% | -$41.3K | 0.01% | 871 |
|
|
2022
Q4 | $1.55M | Sell |
42,394
-16,770
| -28% | -$612K | 0.01% | 805 |
|
|
2022
Q3 | $3K | Buy |
59,164
+28,169
| +91% | +$1.43K | ﹤0.01% | 1685 |
|
|
2022
Q2 | $1.1M | Buy |
30,995
+9,392
| +43% | +$332K | 0.02% | 757 |
|
|
2022
Q1 | $563K | Buy |
21,603
+2,424
| +13% | +$63.2K | 0.01% | 1088 |
|
|
2021
Q4 | $452K | Sell |
19,179
-1,863
| -9% | -$43.9K | 0.01% | 1244 |
|
|
2021
Q3 | $526K | Buy |
21,042
+4,545
| +28% | +$114K | 0.01% | 1114 |
|
|
2021
Q2 | $387K | Sell |
16,497
-494
| -3% | -$11.6K | 0.01% | 1263 |
|
|
2021
Q1 | $370K | Buy |
16,991
+160
| +1% | +$3.48K | 0.01% | 1144 |
|
|
2020
Q4 | $267K | Buy |
+16,831
| New | +$267K | 0.01% | 1300 |
|