Kestra Advisory Services’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 | $1.57M | Buy |
28,569
+1,008
| +4% | +$55.3K | 0.01% | 1210 |
|
|
2025
Q1 | $1.51M | Buy |
27,561
+1,910
| +7% | +$105K | 0.01% | 1126 |
|
|
2024
Q4 | $1.36M | Buy |
25,651
+803
| +3% | +$42.4K | 0.01% | 1216 |
|
|
2024
Q3 | $1.58M | Sell |
24,848
-361
| -1% | -$22.9K | 0.01% | 1079 |
|
|
2024
Q2 | $1.37M | Buy |
25,209
+642
| +3% | +$34.8K | 0.01% | 1151 |
|
|
2024
Q1 | $1.21M | Buy |
24,567
+509
| +2% | +$25K | 0.01% | 1133 |
|
|
2023
Q4 | $1.16M | Buy |
24,058
+1,938
| +9% | +$93.7K | 0.01% | 1047 |
|
|
2023
Q3 | $952K | Buy |
22,120
+9,958
| +82% | +$429K | 0.01% | 1021 |
|
|
2023
Q2 | $388K | Buy |
12,162
+5,158
| +74% | +$164K | ﹤0.01% | 1447 |
|
|
2023
Q1 | $247K | Sell |
7,004
-1,817
| -21% | -$64.1K | ﹤0.01% | 1691 |
|
|
2022
Q4 | $322K | Sell |
8,821
-1,986
| -18% | -$72.5K | ﹤0.01% | 1689 |
|
|
2022
Q3 | $460K | Sell |
10,807
-89
| -0.8% | -$3.79K | ﹤0.01% | 1361 |
|
|
2022
Q2 | $385K | Buy |
10,896
+1,866
| +21% | +$65.9K | ﹤0.01% | 1471 |
|
|
2022
Q1 | $235K | Sell |
9,030
-1,391
| -13% | -$36.2K | ﹤0.01% | 1746 |
|
|
2021
Q4 | $246K | Sell |
10,421
-5,345
| -34% | -$126K | ﹤0.01% | 1742 |
|
|
2021
Q3 | $394K | Buy |
15,766
+570
| +4% | +$14.2K | ﹤0.01% | 1511 |
|
|
2021
Q2 | $357K | Buy |
+15,196
| New | +$357K | ﹤0.01% | 1467 |
|