First Horizon 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 | $4.17K | Buy |
76
+69
| +986% | +$3.79K | ﹤0.01% | 1878 |
|
|
2025
Q1 | $384 | Hold |
7
| – | – | ﹤0.01% | 2242 |
|
|
2024
Q4 | $370 | Hold |
7
| – | – | ﹤0.01% | 2217 |
|
|
2024
Q3 | $445 | Sell |
7
-46
| -87% | -$2.92K | ﹤0.01% | 2240 |
|
|
2024
Q2 | $2.87K | Hold |
53
| – | – | ﹤0.01% | 1893 |
|
|
2024
Q1 | $2.6K | Hold |
53
| – | – | ﹤0.01% | 1969 |
|
|
2023
Q4 | $2.56K | Buy |
53
+46
| +657% | +$2.23K | ﹤0.01% | 1962 |
|
|
2023
Q3 | $301 | Sell |
7
-18
| -72% | -$774 | ﹤0.01% | 2341 |
|
|
2023
Q2 | $797 | Hold |
25
| – | – | ﹤0.01% | 2314 |
|
|
2023
Q1 | $881 | Hold |
25
| – | – | ﹤0.01% | 2296 |
|
|
2022
Q4 | $913 | Hold |
25
| – | – | ﹤0.01% | 2271 |
|
|
2022
Q3 | $1K | Buy |
25
+18
| +257% | +$720 | ﹤0.01% | 2128 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2442 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1969 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2326 |
|
|
2021
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2341 |
|
|
2020
Q4 | – | Sell |
-600
| Closed | -$9K | – | 1514 |
|
|
2020
Q3 | $9K | Buy |
600
+6
| +1% | +$90 | ﹤0.01% | 1032 |
|
|
2020
Q2 | $8K | Buy |
594
+5
| +0.8% | +$67 | ﹤0.01% | 1068 |
|
|
2020
Q1 | $8K | Buy |
589
+82
| +16% | +$1.11K | ﹤0.01% | 986 |
|
|
2019
Q4 | $11K | Buy |
507
+21
| +4% | +$456 | ﹤0.01% | 1037 |
|
|
2019
Q3 | $11K | Sell |
486
-24
| -5% | -$543 | ﹤0.01% | 1044 |
|
|
2019
Q2 | $15K | Sell |
510
-25
| -5% | -$735 | ﹤0.01% | 952 |
|
|
2019
Q1 | $12K | Buy |
535
+1
| +0.2% | +$22 | ﹤0.01% | 996 |
|
|
2018
Q4 | $13K | Buy |
534
+250
| +88% | +$6.09K | ﹤0.01% | 939 |
|
|
2018
Q3 | $6K | Buy |
284
+1
| +0.4% | +$21 | ﹤0.01% | 1253 |
|
|
2018
Q2 | $5K | Sell |
283
-25
| -8% | -$442 | ﹤0.01% | 1297 |
|
|
2018
Q1 | $7K | Sell |
308
-254
| -45% | -$5.77K | ﹤0.01% | 1115 |
|
|
2017
Q4 | $14K | Sell |
562
-80
| -12% | -$1.99K | ﹤0.01% | 917 |
|
|
2017
Q3 | $16K | Buy |
642
+1
| +0.2% | +$25 | ﹤0.01% | 857 |
|
|
2017
Q2 | $19K | Buy |
641
+2
| +0.3% | +$59 | ﹤0.01% | 805 |
|
|
2017
Q1 | $15K | Sell |
639
-272
| -30% | -$6.39K | ﹤0.01% | 904 |
|
|
2016
Q4 | $20K | Hold |
911
| – | – | ﹤0.01% | 793 |
|
|
2016
Q3 | $20K | Sell |
911
-80
| -8% | -$1.76K | ﹤0.01% | 786 |
|
|
2016
Q2 | $21K | Buy |
991
+16
| +2% | +$339 | ﹤0.01% | 757 |
|
|
2016
Q1 | $19K | Buy |
975
+30
| +3% | +$585 | ﹤0.01% | 810 |
|
|
2015
Q4 | $31K | Sell |
945
-36
| -4% | -$1.18K | 0.01% | 595 |
|
|
2015
Q3 | $35K | Sell |
981
-1
| -0.1% | -$36 | 0.01% | 623 |
|
|
2015
Q2 | $29K | Buy |
982
+50
| +5% | +$1.48K | ﹤0.01% | 716 |
|
|
2015
Q1 | $29K | Buy |
932
+69
| +8% | +$2.15K | ﹤0.01% | 721 |
|
|
2014
Q4 | $29K | Buy |
+863
| New | +$29K | ﹤0.01% | 718 |
|