New Age Alpha 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
Q2
$1.6M Buy
29,184
+120
+0.4% +$6.59K 0.07% 346
2025
Q1
$1.6M Sell
29,064
-2,047
-7% -$112K 0.07% 350
2024
Q4
$1.64M Buy
+31,111
New +$1.64M 0.07% 359