HighPoint Advisor Group’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 |
-3,580
| Closed | -$218K | – | 688 |
|
|
2025
Q1 | $218K | Buy |
+3,580
| New | +$218K | 0.01% | 595 |
|
|
2024
Q4 | – | Sell |
-3,571
| Closed | -$213K | – | 715 |
|
|
2024
Q3 | $213K | Buy |
+3,571
| New | +$213K | 0.01% | 599 |
|
|
2018
Q2 | – | Sell |
-11,707
| Closed | -$341K | – | 337 |
|
|
2018
Q1 | $341K | Buy |
+11,707
| New | +$341K | 0.09% | 214 |
|