PFG Investments’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 | $222K | Sell |
4,039
-180
| -4% | -$9.88K | 0.01% | 869 |
|
|
2025
Q1 | $232K | Buy |
4,219
+22
| +0.5% | +$1.21K | 0.01% | 830 |
|
|
2024
Q4 | $222K | Sell |
4,197
-446
| -10% | -$23.6K | 0.01% | 857 |
|
|
2024
Q3 | $295K | Buy |
4,643
+18
| +0.4% | +$1.14K | 0.02% | 720 |
|
|
2024
Q2 | $251K | Buy |
4,625
+21
| +0.5% | +$1.14K | 0.02% | 719 |
|
|
2024
Q1 | $226K | Buy |
+4,604
| New | +$226K | 0.01% | 850 |
|