Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Buy |
272
+3
| +1% | +$165 | 0.01% | 727 |
|
|
2025
Q1 | $14.8K | Sell |
269
-131
| -33% | -$7.2K | 0.01% | 693 |
|
|
2024
Q4 | $21.2K | Buy |
400
+2
| +0.5% | +$106 | 0.01% | 620 |
|
|
2024
Q3 | $25.3K | Buy |
398
+2
| +0.5% | +$127 | 0.01% | 517 |
|
|
2024
Q2 | $21.5K | Buy |
396
+3
| +0.8% | +$163 | 0.01% | 593 |
|
|
2024
Q1 | $19.3K | Buy |
+393
| New | +$19.3K | 0.01% | 674 |
|