Stratos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-34,684
| Closed | -$1.7M | – | 732 |
|
|
2024
Q1 | $1.7M | Buy |
34,684
+411
| +1% | +$20.2K | 0.1% | 225 |
|
|
2023
Q4 | $1.66M | Buy |
34,273
+328
| +1% | +$15.9K | 0.1% | 244 |
|
|
2023
Q3 | $1.46M | Buy |
33,945
+1,898
| +6% | +$81.7K | 0.1% | 240 |
|
|
2023
Q2 | $1.02M | Buy |
+32,047
| New | +$1.02M | 0.07% | 302 |
|