LGT Financial 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
Q1 | – | Sell |
-167
| Closed | -$8.82K | – | 501 |
|
|
2024
Q4 | $8.82K | Hold |
167
| – | – | 0.02% | 457 |
|
|
2024
Q3 | $10.6K | Hold |
167
| – | – | 0.03% | 408 |
|
|
2024
Q2 | $9.06K | Hold |
167
| – | – | 0.02% | 494 |
|
|
2024
Q1 | $8.2K | Hold |
167
| – | – | 0.01% | 529 |
|
|
2023
Q4 | $8.08K | Buy |
+167
| New | +$8.08K | 0.01% | 524 |
|