Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $945K | Sell |
14,876
-3,199
| -18% | -$203K | ﹤0.01% | 2200 |
|
|
2024
Q2 | $980K | Buy |
18,075
+1,730
| +11% | +$93.8K | ﹤0.01% | 2096 |
|
|
2024
Q1 | $803K | Buy |
16,345
+288
| +2% | +$14.1K | ﹤0.01% | 2192 |
|
|
2023
Q4 | $777K | Sell |
16,057
-1,003
| -6% | -$48.5K | ﹤0.01% | 2124 |
|
|
2023
Q3 | $735K | Sell |
17,060
-15,456
| -48% | -$666K | ﹤0.01% | 2088 |
|
|
2023
Q2 | $1.04M | Buy |
32,516
+21,412
| +193% | +$682K | ﹤0.01% | 1910 |
|
|
2023
Q1 | $391K | Buy |
11,104
+228
| +2% | +$8.04K | ﹤0.01% | 2480 |
|
|
2022
Q4 | $397K | Sell |
10,876
-27,560
| -72% | -$1.01M | ﹤0.01% | 2391 |
|
|
2022
Q3 | $1.64M | Sell |
38,436
-2,558
| -6% | -$109K | ﹤0.01% | 1533 |
|
|
2022
Q2 | $1.45M | Sell |
40,994
-53,430
| -57% | -$1.89M | ﹤0.01% | 1618 |
|
|
2022
Q1 | $2.46M | Buy |
94,424
+11,037
| +13% | +$287K | ﹤0.01% | 1374 |
|
|
2021
Q4 | $1.97M | Buy |
83,387
+2,508
| +3% | +$59.1K | ﹤0.01% | 1550 |
|
|
2021
Q3 | $2.02M | Buy |
80,879
+4,848
| +6% | +$121K | ﹤0.01% | 1482 |
|
|
2021
Q2 | $1.79M | Sell |
76,031
-9,735
| -11% | -$229K | ﹤0.01% | 1539 |
|
|
2021
Q1 | $1.87M | Sell |
85,766
-14,086
| -14% | -$307K | ﹤0.01% | 1442 |
|
|
2020
Q4 | $1.58M | Buy |
99,852
+80,318
| +411% | +$1.27M | ﹤0.01% | 1439 |
|
|
2020
Q3 | $318K | Buy |
+19,534
| New | +$318K | ﹤0.01% | 2237 |
|
|
2019
Q1 | – | Sell |
-8,302
| Closed | -$211K | – | 2793 |
|
|
2018
Q4 | $211K | Buy |
8,302
+225
| +3% | +$5.72K | ﹤0.01% | 2229 |
|
|
2018
Q3 | $208K | Buy |
+8,077
| New | +$208K | ﹤0.01% | 2503 |
|
|
2016
Q1 | – | Sell |
-19,990
| Closed | -$666K | – | 2070 |
|
|
2015
Q4 | $666K | Buy |
+19,990
| New | +$666K | 0.01% | 1084 |
|