Park Avenue Securities’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 | – | Sell |
-21,985
| Closed | -$1.21M | – | 1523 |
|
|
2025
Q1 | $1.21M | Buy |
21,985
+4,987
| +29% | +$274K | 0.01% | 549 |
|
|
2024
Q4 | $898K | Buy |
16,998
+1,141
| +7% | +$60.3K | 0.01% | 819 |
|
|
2024
Q3 | $1.01M | Buy |
15,857
+303
| +2% | +$19.3K | 0.01% | 683 |
|
|
2024
Q2 | $844K | Buy |
15,554
+617
| +4% | +$33.5K | 0.01% | 742 |
|
|
2024
Q1 | $734K | Buy |
14,937
+3,672
| +33% | +$180K | 0.01% | 804 |
|
|
2023
Q4 | $545K | Buy |
+11,265
| New | +$545K | 0.01% | 873 |
|
|
2020
Q4 | – | Sell |
-17,841
| Closed | -$291K | – | 855 |
|
|
2020
Q3 | $291K | Sell |
17,841
-335
| -2% | -$5.46K | 0.01% | 580 |
|
|
2020
Q2 | $260K | Buy |
+18,176
| New | +$260K | 0.01% | 549 |
|