First Citizens Bank & Trust’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 | $1.38M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $596K | Buy |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $646K | Buy |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $595K | Buy |
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|
2023
Q4 | $579K | Buy |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $396K | Sell |
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|
2022
Q4 | $489K | Buy |
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|
2022
Q3 | $534K | Buy |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $252K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $809K | Buy |
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|
2013
Q2 | $836K | Buy |
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