Global Financial Private Client’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
Sell
-24
Closed -$1.32K 826
2025
Q1
$1.32K Buy
24
+17
+243% +$934 ﹤0.01% 981
2024
Q4
$370 Buy
+7
New +$370 ﹤0.01% 1046