Patriot Financial Group Insurance Agency’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $899K | Buy |
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|
2025
Q2 | $861K | Buy |
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|
2025
Q1 | $686K | Buy |
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|
2024
Q4 | $538K | Buy |
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|
2024
Q3 | $567K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $29K | Sell |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $65K | Buy |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $31K | Buy |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $14K | Sell |
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|
2020
Q2 | $12K | Sell |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q4 | $20K | Sell |
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|
2019
Q3 | $20K | Sell |
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|
2019
Q2 | $27K | Buy |
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|
2019
Q1 | $22K | Buy |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $21K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Sell |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $5K | Buy |
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