SageView Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
7,170
-81
| -1% | -$4.5K | 0.02% | 418 |
|
|
2025
Q1 | $398K | Sell |
7,251
-192
| -3% | -$10.5K | 0.02% | 392 |
|
|
2024
Q4 | $393K | Buy |
7,443
+90
| +1% | +$4.76K | 0.02% | 385 |
|
|
2024
Q3 | $467K | Sell |
7,353
-219
| -3% | -$13.9K | 0.02% | 312 |
|
|
2024
Q2 | $411K | Sell |
7,572
-2,394
| -24% | -$130K | 0.02% | 370 |
|
|
2024
Q1 | $489K | Buy |
9,966
+700
| +8% | +$34.4K | 0.02% | 327 |
|
|
2023
Q4 | $439K | Buy |
+9,266
| New | +$439K | 0.02% | 417 |
|