Lido 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
2024 Q4	–	Sell	-3,197	Closed	-$203K	–	1346
2024 Q3	$203K	Buy	+3,197	New	+$203K	﹤0.01%	1194
2024 Q2	–	Sell	-7,101	Closed	-$351K	–	1242
2024 Q1	$351K	Buy	+7,101	New	+$351K	﹤0.01%	926