Farther Finance Advisors’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 | $696K | Sell |
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|
2025
Q2 | $894K | Sell |
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|
2025
Q1 | $932K | Buy |
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|
2024
Q4 | $695K | Sell |
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|
2024
Q3 | $865K | Buy |
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|
2024
Q2 | $552K | Sell |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $444K | Buy |
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|
2023
Q3 | $6.41K | Buy |
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|
2023
Q2 | $1.75K | Hold |
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|
2023
Q1 | $1.94K | Hold |
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|
2022
Q4 | $2.01K | Buy |
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