Principal Securities’s H&R Block HRB Stock Holding History

Principal Securities’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$51.4K	Sell
2025 Q1	$481K	Hold
2024 Q4	$481K	Buy
2024 Q3	$494K	Buy
2024 Q2	$334K	Buy
2024 Q1	$212K	Buy
2023 Q4	$126K	Buy