Private Advisor Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,800
| Closed | -$305K | – | 2362 |
|
|
2024
Q3 | $305K | Sell |
4,800
-1,517
| -24% | -$96.4K | ﹤0.01% | 1940 |
|
|
2024
Q2 | $343K | Sell |
6,317
-1,089
| -15% | -$59.1K | ﹤0.01% | 1795 |
|
|
2024
Q1 | $364K | Sell |
7,406
-1,673
| -18% | -$82.2K | ﹤0.01% | 1722 |
|
|
2023
Q4 | $439K | Buy |
+9,079
| New | +$439K | ﹤0.01% | 1559 |
|
|
2020
Q3 | – | Sell |
-1,362
| Closed | -$19K | – | 2417 |
|
|
2020
Q2 | $19K | Buy |
+1,362
| New | +$19K | ﹤0.01% | 2604 |
|
|
2015
Q1 | – | Sell |
-23,727
| Closed | -$799K | – | 1030 |
|
|
2014
Q4 | $799K | Buy |
+23,727
| New | +$799K | 0.05% | 398 |
|
|
2014
Q3 | – | Sell |
-35,577
| Closed | -$1.19M | – | 1284 |
|
|
2014
Q2 | $1.19M | Buy |
35,577
+13,153
| +59% | +$441K | 0.1% | 235 |
|
|
2014
Q1 | $677K | Buy |
+22,424
| New | +$677K | 0.07% | 328 |
|