Kingsview Wealth Management’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 | $305K | Sell |
5,560
-100
| -2% | -$5.49K | 0.01% | 936 |
|
|
2025
Q1 | $311K | Hold |
5,660
| – | – | 0.01% | 878 |
|
|
2024
Q4 | $299K | Sell |
5,660
-7
| -0.1% | -$370 | 0.01% | 904 |
|
|
2024
Q3 | $360K | Buy |
5,667
+410
| +8% | +$26.1K | 0.01% | 819 |
|
|
2024
Q2 | $285K | Sell |
5,257
-1,250
| -19% | -$67.8K | 0.01% | 858 |
|
|
2024
Q1 | $320K | Sell |
6,507
-311
| -5% | -$15.3K | 0.01% | 796 |
|
|
2023
Q4 | $330K | Hold |
6,818
| – | – | 0.01% | 733 |
|
|
2023
Q3 | $294K | Sell |
6,818
-1,268
| -16% | -$54.6K | 0.01% | 751 |
|
|
2023
Q2 | $258K | Sell |
8,086
-693
| -8% | -$22.1K | 0.01% | 792 |
|
|
2023
Q1 | $309K | Sell |
8,779
-25,540
| -74% | -$900K | 0.01% | 703 |
|
|
2022
Q4 | $1.25M | Sell |
34,319
-7,919
| -19% | -$289K | 0.05% | 303 |
|
|
2022
Q3 | $1.8M | Buy |
42,238
+32,867
| +351% | +$1.4M | 0.09% | 243 |
|
|
2022
Q2 | $331K | Sell |
9,371
-21,646
| -70% | -$765K | 0.02% | 631 |
|
|
2022
Q1 | $808K | Sell |
31,017
-243
| -0.8% | -$6.33K | 0.04% | 453 |
|
|
2021
Q4 | $736K | Sell |
31,260
-46,557
| -60% | -$1.1M | 0.03% | 482 |
|
|
2021
Q3 | $1.95M | Buy |
77,817
+65,350
| +524% | +$1.63M | 0.09% | 227 |
|
|
2021
Q2 | $296K | Hold |
12,467
| – | – | 0.01% | 701 |
|
|
2021
Q1 | $278K | Buy |
12,467
+1,750
| +16% | +$39K | 0.02% | 672 |
|
|
2020
Q4 | $170K | Sell |
10,717
-8,766
| -45% | -$139K | 0.01% | 667 |
|
|
2020
Q3 | $317K | Buy |
+19,483
| New | +$317K | 0.03% | 465 |
|