Sequoia Financial 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	$1.27M	Sell	23,052 -1,502	-6%	-$82.4K	0.01%	602
2025 Q1	$1.35M	Buy	+24,554	New	+$1.35M	0.01%	524