IFP 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 | $441K | Sell |
7,436
-608
| -8% | -$36K | 0.01% | 888 |
|
|
2025
Q1 | $442K | Sell |
8,044
-1,626
| -17% | -$89.3K | 0.01% | 817 |
|
|
2024
Q4 | $511K | Buy |
9,670
+119
| +1% | +$6.29K | 0.02% | 727 |
|
|
2024
Q3 | $607K | Buy |
9,551
+5,846
| +158% | +$372K | 0.02% | 619 |
|
|
2024
Q2 | $201K | Buy |
3,705
+2,641
| +248% | +$143K | 0.01% | 1037 |
|
|
2024
Q1 | $52.2K | Sell |
1,064
-499
| -32% | -$24.5K | ﹤0.01% | 1567 |
|
|
2023
Q4 | $75.6K | Buy |
1,563
+858
| +122% | +$41.5K | ﹤0.01% | 1367 |
|
|
2023
Q3 | $30.4K | Sell |
705
-933
| -57% | -$40.2K | ﹤0.01% | 1763 |
|
|
2023
Q2 | $52.2K | Sell |
1,638
-51
| -3% | -$1.63K | ﹤0.01% | 1585 |
|
|
2023
Q1 | $47.1K | Sell |
1,689
-4,257
| -72% | -$119K | ﹤0.01% | 1606 |
|
|
2022
Q4 | $180K | Sell |
5,946
-150
| -2% | -$4.54K | ﹤0.01% | 1405 |
|
|
2022
Q3 | $197K | Buy |
6,096
+3,054
| +100% | +$98.7K | 0.01% | 1409 |
|
|
2022
Q2 | $89K | Hold |
3,042
| – | – | ﹤0.01% | 1763 |
|
|
2022
Q1 | $89K | Sell |
3,042
-4,140
| -58% | -$121K | ﹤0.01% | 1763 |
|
|
2021
Q4 | $166K | Sell |
7,182
-409
| -5% | -$9.45K | ﹤0.01% | 1028 |
|
|
2021
Q3 | $188K | Sell |
7,591
-147
| -2% | -$3.64K | ﹤0.01% | 948 |
|
|
2021
Q2 | $178K | Sell |
7,738
-2,518
| -25% | -$57.9K | ﹤0.01% | 960 |
|
|
2021
Q1 | $226K | Buy |
10,256
+7,033
| +218% | +$155K | ﹤0.01% | 780 |
|
|
2020
Q4 | $51K | Sell |
3,223
-1,662
| -34% | -$26.3K | ﹤0.01% | 1430 |
|
|
2020
Q3 | $81K | Sell |
4,885
-8,197
| -63% | -$136K | ﹤0.01% | 1086 |
|
|
2020
Q2 | $183K | Sell |
13,082
-3,824
| -23% | -$53.5K | 0.01% | 702 |
|
|
2020
Q1 | $270K | Sell |
16,906
-6,927
| -29% | -$111K | 0.03% | 484 |
|
|
2019
Q4 | $558K | Buy |
23,833
+14,385
| +152% | +$337K | 0.04% | 409 |
|
|
2019
Q3 | $222K | Buy |
+9,448
| New | +$222K | 0.01% | 735 |
|
|
2019
Q1 | $82K | Sell |
3,400
-7,016
| -67% | -$169K | 0.01% | 764 |
|
|
2018
Q4 | $263K | Sell |
10,416
-656
| -6% | -$16.6K | 0.02% | 762 |
|
|
2018
Q3 | $285K | Sell |
11,072
-465
| -4% | -$12K | 0.01% | 900 |
|
|
2018
Q2 | $263K | Sell |
11,537
-140
| -1% | -$3.19K | 0.01% | 926 |
|
|
2018
Q1 | $306K | Hold |
11,677
| – | – | 0.01% | 813 |
|
|
2017
Q4 | $306K | Sell |
11,677
-5,500
| -32% | -$144K | 0.01% | 811 |
|
|
2017
Q3 | $455K | Sell |
17,177
-167
| -1% | -$4.42K | 0.02% | 724 |
|
|
2017
Q2 | $536K | Sell |
17,344
-1,270
| -7% | -$39.2K | 0.02% | 655 |
|
|
2017
Q1 | $433K | Sell |
18,614
-1,776
| -9% | -$41.3K | 0.02% | 744 |
|
|
2016
Q4 | $469K | Sell |
20,390
-1,675
| -8% | -$38.5K | 0.02% | 641 |
|
|
2016
Q3 | $511K | Buy |
22,065
+13,997
| +173% | +$324K | 0.03% | 556 |
|
|
2016
Q2 | $186K | Buy |
8,068
+4,668
| +137% | +$108K | 0.01% | 1000 |
|
|
2016
Q1 | $82K | Sell |
3,400
-2,595
| -43% | -$62.6K | 0.01% | 764 |
|
|
2015
Q4 | $200K | Buy |
+5,995
| New | +$200K | 0.01% | 833 |
|