Steward Partners Investment Advisory’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.8K | Buy |
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|
2025
Q1 | $56.1K | Buy |
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|
2024
Q4 | $21.3K | Hold |
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|
2024
Q3 | $25.7K | Buy |
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|
2024
Q2 | $9.22K | Buy |
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|
2024
Q1 | $7.37K | Hold |
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|
2023
Q4 | $7.26K | Sell |
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|
2023
Q3 | $12.6K | Buy |
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|
2023
Q2 | $6.15K | Hold |
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|
2023
Q1 | $6.8K | Hold |
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|
2022
Q4 | $7.05K | Hold |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $52K | Buy |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $56.2K | Buy |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $4K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2K | Buy |
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