Continuum Advisory’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 | – | Sell |
-1,080
| Closed | -$59.3K | – | 918 |
|
|
2025
Q1 | $59.3K | Sell |
1,080
-85
| -7% | -$4.67K | 0.01% | 626 |
|
|
2024
Q4 | $61.6K | Buy |
1,165
+50
| +4% | +$2.64K | 0.01% | 617 |
|
|
2024
Q3 | $65.9K | Buy |
1,115
+15
| +1% | +$887 | 0.01% | 598 |
|
|
2024
Q2 | $59.7K | Sell |
1,100
-20
| -2% | -$1.09K | 0.01% | 584 |
|
|
2024
Q1 | $55.1K | Buy |
+1,120
| New | +$55.1K | 0.01% | 587 |
|