Principal Securities’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 | $51.4K | Sell |
937
-8,167
| -90% | -$448K | ﹤0.01% | 1860 |
|
|
2025
Q1 | $481K | Hold |
9,104
| – | – | 0.01% | 790 |
|
|
2024
Q4 | $481K | Buy |
9,104
+1,338
| +17% | +$70.7K | 0.01% | 785 |
|
|
2024
Q3 | $494K | Buy |
7,766
+1,604
| +26% | +$102K | 0.01% | 760 |
|
|
2024
Q2 | $334K | Buy |
6,162
+1,842
| +43% | +$99.9K | 0.01% | 842 |
|
|
2024
Q1 | $212K | Buy |
4,320
+1,710
| +66% | +$84K | 0.01% | 987 |
|
|
2023
Q4 | $126K | Buy |
+2,610
| New | +$126K | ﹤0.01% | 1108 |
|