Lowe Wealth Advisors’s H&R Block HRB Stock Holding History

Lowe Wealth Advisors’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22.3K	Hold	406	–	–	0.01%	190
2025 Q1	$22.3K	Hold	406	–	–	0.01%	188
2024 Q4	$21.5K	Hold	406	–	–	0.01%	178
2024 Q3	$25.8K	Hold	406	–	–	0.01%	157
2024 Q2	$22K	Hold	406	–	–	0.01%	163
2024 Q1	$19.9K	Hold	406	–	–	0.01%	164
2023 Q4	$19.6K	Hold	406	–	–	0.01%	161
2023 Q3	$17.5K	Hold	406	–	–	0.01%	160
2023 Q2	$12.9K	Hold	406	–	–	0.01%	197
2023 Q1	$14.3K	Hold	406	–	–	0.01%	179
2022 Q4	$14.8K	Hold	406	–	–	0.01%	183
2022 Q3	$17K	Hold	406	–	–	0.01%	158
2022 Q2	$14K	Hold	406	–	–	0.01%	164
2022 Q1	$11K	Hold	406	–	–	0.01%	194
2021 Q4	$10K	Hold	406	–	–	﹤0.01%	189
2021 Q3	$10K	Hold	406	–	–	﹤0.01%	184
2021 Q2	$10K	Hold	406	–	–	﹤0.01%	183
2021 Q1	$9K	Hold	406	–	–	﹤0.01%	186
2020 Q4	$6K	Hold	406	–	–	﹤0.01%	192
2020 Q3	$7K	Hold	406	–	–	﹤0.01%	182
2020 Q2	$6K	Hold	406	–	–	﹤0.01%	179
2020 Q1	$6K	Hold	406	–	–	﹤0.01%	179
2019 Q4	$10K	Hold	406	–	–	0.01%	164
2019 Q3	$10K	Hold	406	–	–	0.01%	155
2019 Q2	$12K	Hold	406	–	–	0.01%	149
2019 Q1	$9K	Hold	406	–	–	0.01%	152
2018 Q4	$10K	Hold	406	–	–	0.01%	139
2018 Q3	$10K	Hold	406	–	–	0.01%	150
2018 Q2	$9K	Hold	406	–	–	0.01%	148
2018 Q1	$10K	Hold	406	–	–	0.01%	150
2017 Q4	$11K	Hold	406	–	–	0.01%	149
2017 Q3	$11K	Hold	406	–	–	0.01%	147
2017 Q2	$13K	Hold	406	–	–	0.01%	121
2017 Q1	$9K	Hold	406	–	–	0.01%	137
2016 Q4	$9K	Hold	406	–	–	0.01%	141
2016 Q3	$9K	Hold	406	–	–	0.01%	143
2016 Q2	$9K	Hold	406	–	–	0.01%	138
2016 Q1	$11K	Hold	406	–	–	0.01%	125
2015 Q4	$14K	Hold	406	–	–	0.01%	110
2015 Q3	$15K	Hold	406	–	–	0.01%	100
2015 Q2	$12K	Hold	406	–	–	0.01%	129
2015 Q1	$13K	Hold	406	–	–	0.01%	123
2014 Q4	$14K	Buy	+406	New	+$14K	0.01%	116