Sunbelt Securities’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
$542K Hold
2025
Q1
$564K Hold
2024
Q4
$535K Sell
2024
Q3
$654K Buy
2024
Q2
$557K Hold
2024
Q1
$504K Hold
2023
Q4
$496K Hold
2023
Q3
$442K Hold
2023
Q2
$327K Buy