Raymond James Financial’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	$9.67M	Sell	176,204 -25,228	-13%	-$1.38M	﹤0.01%	1896
2025 Q1	$11.1M	Sell	201,432 -1,541	-0.8%	-$84.6K	﹤0.01%	1730
2024 Q4	$10.7M	Buy	+202,973	New	+$10.7M	﹤0.01%	1792