Level Four 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 | $272K | Sell |
4,953
-8
| -0.2% | -$439 | 0.01% | 667 |
|
|
2025
Q1 | $272K | Hold |
4,961
| – | – | 0.01% | 651 |
|
|
2024
Q4 | $262K | Buy |
4,961
+9
| +0.2% | +$476 | 0.01% | 655 |
|
|
2024
Q3 | $296K | Sell |
4,952
-2
| -0% | -$119 | 0.01% | 633 |
|
|
2024
Q2 | $269K | Buy |
4,954
+27
| +0.5% | +$1.46K | 0.01% | 643 |
|
|
2024
Q1 | $238K | Hold |
4,927
| – | – | 0.01% | 674 |
|
|
2023
Q4 | $238K | Sell |
4,927
-176
| -3% | -$8.51K | 0.01% | 672 |
|
|
2023
Q3 | $220K | Buy |
+5,103
| New | +$220K | 0.01% | 664 |
|
|
2023
Q2 | – | Sell |
-7,127
| Closed | -$251K | – | 819 |
|
|
2023
Q1 | $251K | Buy |
+7,127
| New | +$251K | 0.02% | 625 |
|
|
2022
Q4 | – | Sell |
-4,927
| Closed | -$210K | – | 690 |
|
|
2022
Q3 | $210K | Buy |
+4,927
| New | +$210K | 0.02% | 495 |
|
|
2022
Q1 | – | Sell |
-8,884
| Closed | -$209K | – | 661 |
|
|
2021
Q4 | $209K | Hold |
8,884
| – | – | 0.02% | 603 |
|
|
2021
Q3 | $222K | Buy |
+8,884
| New | +$222K | 0.02% | 430 |
|
|
2021
Q2 | – | Sell |
-10,306
| Closed | -$225K | – | 655 |
|
|
2021
Q1 | $225K | Sell |
10,306
-736
| -7% | -$16.1K | 0.02% | 577 |
|
|
2020
Q4 | $175K | Sell |
11,042
-1,483
| -12% | -$23.5K | 0.01% | 576 |
|
|
2020
Q3 | $204K | Sell |
12,525
-1,968
| -14% | -$32.1K | 0.02% | 513 |
|
|
2020
Q2 | $205K | Buy |
+14,493
| New | +$205K | 0.02% | 531 |
|