SageView Advisory Group’s H&R Block HRB Stock Holding History

SageView Advisory Group’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$399K	Sell
2025 Q1	$398K	Sell
2024 Q4	$393K	Buy
2024 Q3	$467K	Sell
2024 Q2	$411K	Sell
2024 Q1	$489K	Buy
2023 Q4	$439K	Buy