Paladin Advisory Group’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 | $197K | Hold |
3,584
| – | – | 0.15% | 82 |
|
|
2025
Q1 | $197K | Hold |
3,584
| – | – | 0.16% | 82 |
|
|
2024
Q4 | $189K | Hold |
3,584
| – | – | 0.15% | 83 |
|
|
2024
Q3 | $228K | Hold |
3,584
| – | – | 0.17% | 80 |
|
|
2024
Q2 | $196K | Hold |
3,584
| – | – | 0.15% | 83 |
|
|
2024
Q1 | $173K | Hold |
3,584
| – | – | 0.14% | 89 |
|
|
2023
Q4 | $173K | Hold |
3,584
| – | – | 0.14% | 96 |
|
|
2023
Q3 | $154K | Hold |
3,584
| – | – | 0.13% | 100 |
|
|
2023
Q2 | $114K | Hold |
3,584
| – | – | 0.09% | 117 |
|
|
2023
Q1 | $126K | Buy |
+3,584
| New | +$126K | 0.11% | 114 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 96 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 96 |
|
|
2022
Q2 | – | Sell |
-3,584
| Closed | -$94K | – | 95 |
|
|
2022
Q1 | $94K | Buy |
+3,584
| New | +$94K | 0.08% | 134 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 92 |
|