Patriot Financial Group Insurance Agency’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 | $861K | Buy |
15,681
+3,181
| +25% | +$175K | 0.1% | 230 |
|
|
2025
Q1 | $686K | Buy |
12,500
+2,327
| +23% | +$128K | 0.09% | 238 |
|
|
2024
Q4 | $538K | Buy |
10,173
+1,246
| +14% | +$65.8K | 0.07% | 271 |
|
|
2024
Q3 | $567K | Buy |
+8,927
| New | +$567K | 0.08% | 274 |
|
|
2022
Q3 | – | Sell |
-830
| Closed | -$29K | – | 1068 |
|
|
2022
Q2 | $29K | Sell |
830
-887
| -52% | -$31K | 0.01% | 900 |
|
|
2022
Q1 | $45K | Sell |
1,717
-1,038
| -38% | -$27.2K | 0.01% | 810 |
|
|
2021
Q4 | $65K | Buy |
2,755
+540
| +24% | +$12.7K | 0.01% | 776 |
|
|
2021
Q3 | $55K | Buy |
2,215
+885
| +67% | +$22K | 0.01% | 839 |
|
|
2021
Q2 | $31K | Buy |
1,330
+500
| +60% | +$11.7K | 0.01% | 1011 |
|
|
2021
Q1 | $18K | Hold |
830
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q4 | $13K | Hold |
830
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q3 | $14K | Sell |
830
-32
| -4% | -$540 | ﹤0.01% | 920 |
|
|
2020
Q2 | $12K | Sell |
862
-9
| -1% | -$125 | ﹤0.01% | 904 |
|
|
2020
Q1 | $12K | Buy |
871
+8
| +0.9% | +$110 | 0.01% | 795 |
|
|
2019
Q4 | $20K | Sell |
863
-1
| -0.1% | -$23 | 0.01% | 678 |
|
|
2019
Q3 | $20K | Sell |
864
-61
| -7% | -$1.41K | 0.01% | 652 |
|
|
2019
Q2 | $27K | Buy |
925
+25
| +3% | +$730 | 0.01% | 561 |
|
|
2019
Q1 | $22K | Buy |
900
+70
| +8% | +$1.71K | 0.01% | 530 |
|
|
2018
Q4 | $21K | Hold |
830
| – | – | 0.01% | 464 |
|
|
2018
Q3 | $21K | Buy |
+830
| New | +$21K | 0.01% | 474 |
|
|
2017
Q3 | – | Sell |
-75
| Closed | -$2K | – | 932 |
|
|
2017
Q2 | $2K | Sell |
75
-150
| -67% | -$4K | ﹤0.01% | 834 |
|
|
2017
Q1 | $5K | Hold |
225
| – | – | 0.01% | 625 |
|
|
2016
Q4 | $5K | Buy |
+225
| New | +$5K | 0.01% | 569 |
|