Stratos Wealth Advisors’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
Q3
$2.24M Buy
2024
Q2
Sell
2024
Q1
$1.7M Buy
2023
Q4
$1.66M Buy
2023
Q3
$1.46M Buy
2023
Q2
$1.02M Buy