Pineridge Advisors’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	$2.73K	Hold	50	–	–	﹤0.01%	387
2025 Q1	$2.73K	Buy	+50	New	+$2.73K	﹤0.01%	383
2024 Q1	–	Sell	-26	Closed	-$1.26K	–	712
2023 Q4	$1.26K	Buy	+26	New	+$1.26K	﹤0.01%	671