Steward Partners Investment Advisory’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 | $81.8K | Buy |
1,491
+470
| +46% | +$25.8K | ﹤0.01% | 2226 |
|
|
2025
Q1 | $56.1K | Buy |
1,021
+617
| +153% | +$33.9K | ﹤0.01% | 2323 |
|
|
2024
Q4 | $21.3K | Hold |
404
| – | – | ﹤0.01% | 2758 |
|
|
2024
Q3 | $25.7K | Buy |
404
+234
| +138% | +$14.9K | ﹤0.01% | 2552 |
|
|
2024
Q2 | $9.22K | Buy |
170
+20
| +13% | +$1.09K | ﹤0.01% | 2846 |
|
|
2024
Q1 | $7.37K | Hold |
150
| – | – | ﹤0.01% | 2923 |
|
|
2023
Q4 | $7.26K | Sell |
150
-143
| -49% | -$6.92K | ﹤0.01% | 2827 |
|
|
2023
Q3 | $12.6K | Buy |
293
+100
| +52% | +$4.31K | ﹤0.01% | 2499 |
|
|
2023
Q2 | $6.15K | Hold |
193
| – | – | ﹤0.01% | 2729 |
|
|
2023
Q1 | $6.8K | Hold |
193
| – | – | ﹤0.01% | 2680 |
|
|
2022
Q4 | $7.05K | Hold |
193
| – | – | ﹤0.01% | 2651 |
|
|
2022
Q3 | $8K | Sell |
193
-150
| -44% | -$6.22K | ﹤0.01% | 2610 |
|
|
2022
Q2 | $12K | Buy |
343
+100
| +41% | +$3.5K | ﹤0.01% | 2449 |
|
|
2022
Q1 | $6K | Sell |
243
-5,250
| -96% | -$130K | ﹤0.01% | 2824 |
|
|
2021
Q4 | $129K | Buy |
5,493
+3,400
| +162% | +$79.8K | ﹤0.01% | 1483 |
|
|
2021
Q3 | $52K | Buy |
2,093
+1,900
| +984% | +$47.2K | ﹤0.01% | 1871 |
|
|
2021
Q2 | $5K | Sell |
193
-2,384
| -93% | -$61.8K | ﹤0.01% | 6533 |
|
|
2021
Q1 | $56.2K | Buy |
2,577
+2,434
| +1,702% | +$53.1K | ﹤0.01% | 1929 |
|
|
2020
Q4 | $2K | Hold |
143
| – | – | ﹤0.01% | 2701 |
|
|
2020
Q3 | $2K | Hold |
143
| – | – | ﹤0.01% | 2571 |
|
|
2020
Q2 | $2K | Hold |
143
| – | – | ﹤0.01% | 2471 |
|
|
2020
Q1 | $2K | Hold |
143
| – | – | ﹤0.01% | 2284 |
|
|
2019
Q4 | $3K | Hold |
143
| – | – | ﹤0.01% | 2351 |
|
|
2019
Q3 | $3K | Hold |
143
| – | – | ﹤0.01% | 2354 |
|
|
2019
Q2 | $4K | Buy |
+143
| New | +$4K | ﹤0.01% | 2272 |
|
|
2018
Q4 | – | Sell |
-143
| Closed | -$4K | – | 1372 |
|
|
2018
Q3 | $4K | Hold |
143
| – | – | ﹤0.01% | 2193 |
|
|
2018
Q2 | $3K | Hold |
143
| – | – | ﹤0.01% | 2120 |
|
|
2018
Q1 | $3K | Hold |
143
| – | – | ﹤0.01% | 1917 |
|
|
2017
Q4 | $3K | Buy |
+143
| New | +$3K | ﹤0.01% | 1629 |
|
|
2017
Q2 | – | Sell |
-103
| Closed | -$2K | – | 1653 |
|
|
2017
Q1 | $2K | Buy |
+103
| New | +$2K | ﹤0.01% | 1311 |
|