IFP Advisors’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 | $298K | Sell |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $607K | Buy |
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|
2024
Q2 | $201K | Buy |
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|
2024
Q1 | $52.2K | Sell |
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|
2023
Q4 | $75.6K | Buy |
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|
2023
Q3 | $30.4K | Sell |
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|
2023
Q2 | $52.2K | Sell |
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|
2023
Q1 | $47.1K | Sell |
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|
2022
Q4 | $180K | Sell |
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|
2022
Q3 | $197K | Buy |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $89K | Sell |
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|
2021
Q4 | $166K | Sell |
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|
2021
Q3 | $188K | Sell |
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|
2021
Q2 | $178K | Sell |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | $51K | Sell |
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|
2020
Q3 | $81K | Sell |
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|
2020
Q2 | $183K | Sell |
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|
2020
Q1 | $270K | Sell |
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|
2019
Q4 | $558K | Buy |
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|
2019
Q3 | $222K | Buy |
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|
2019
Q1 | $82K | Sell |
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|
2018
Q4 | $263K | Sell |
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|
2018
Q3 | $285K | Sell |
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|
2018
Q2 | $263K | Sell |
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|
2018
Q1 | $306K | Hold |
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|
2017
Q4 | $306K | Sell |
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|
2017
Q3 | $455K | Sell |
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|
2017
Q2 | $536K | Sell |
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|
2017
Q1 | $433K | Sell |
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|
2016
Q4 | $469K | Sell |
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|
2016
Q3 | $511K | Buy |
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|
2016
Q2 | $186K | Buy |
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|
2016
Q1 | $82K | Sell |
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|
2015
Q4 | $200K | Buy |
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