Covestor’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 | $71K | Buy |
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|
2025
Q2 | $61K | Sell |
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|
2025
Q1 | $75K | Buy |
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|
2024
Q4 | $59K | Sell |
|
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|
2024
Q3 | $77K | Sell |
|
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|
2024
Q2 | $102K | Buy |
|
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|
2024
Q1 | $87K | Sell |
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|
2023
Q4 | $96K | Sell |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $121K | Buy |
|
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | $59K | Buy |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $101K | Sell |
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|
2021
Q4 | $133K | Buy |
|