Cetera Investment Advisers’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 | $1.8M | Buy |
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|
2025
Q2 | $1.79M | Sell |
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|
2025
Q1 | $2.88M | Buy |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $654K | Buy |
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|
2023
Q2 | $438K | Sell |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $563K | Buy |
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|
2021
Q4 | $452K | Sell |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $387K | Sell |
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|
2021
Q1 | $370K | Buy |
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|
2020
Q4 | $267K | Buy |
|