Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Buy |
218
+212
| +3,533% | +$11.6K | ﹤0.01% | 1826 |
|
|
2025
Q1 | $330 | Sell |
6
-2
| -25% | -$110 | ﹤0.01% | 2100 |
|
|
2024
Q4 | $397 | Buy |
+8
| New | +$397 | ﹤0.01% | 1993 |
|
|
2021
Q3 | – | Sell |
-425
| Closed | -$10K | – | 1327 |
|
|
2021
Q2 | $10K | Hold |
425
| – | – | ﹤0.01% | 797 |
|
|
2021
Q1 | $9K | Hold |
425
| – | – | ﹤0.01% | 792 |
|
|
2020
Q4 | $7K | Buy |
+425
| New | +$7K | ﹤0.01% | 767 |
|