Farther Finance 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 | $894K | Sell |
16,288
-255
| -2% | -$14K | 0.02% | 632 |
|
|
2025
Q1 | $932K | Buy |
16,543
+3,388
| +26% | +$191K | 0.02% | 534 |
|
|
2024
Q4 | $695K | Sell |
13,155
-462
| -3% | -$24.4K | 0.03% | 490 |
|
|
2024
Q3 | $865K | Buy |
13,617
+3,527
| +35% | +$224K | 0.03% | 391 |
|
|
2024
Q2 | $552K | Sell |
10,090
-104
| -1% | -$5.69K | 0.03% | 449 |
|
|
2024
Q1 | $492K | Buy |
10,194
+1,018
| +11% | +$49.1K | 0.03% | 400 |
|
|
2023
Q4 | $444K | Buy |
9,176
+9,027
| +6,058% | +$437K | 0.03% | 375 |
|
|
2023
Q3 | $6.41K | Buy |
149
+94
| +171% | +$4.04K | ﹤0.01% | 1431 |
|
|
2023
Q2 | $1.75K | Hold |
55
| – | – | ﹤0.01% | 1798 |
|
|
2023
Q1 | $1.94K | Hold |
55
| – | – | ﹤0.01% | 1658 |
|
|
2022
Q4 | $2.01K | Buy |
+55
| New | +$2.01K | ﹤0.01% | 1443 |
|