Kestra Advisory Services’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 | $1.44M | Sell |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $952K | Buy |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $357K | Buy |
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