Transamerica Financial 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
2026 Q1	$545	Sell	17 -150	-90%	-$5.23K	﹤0.01%	1464
2025 Q4	$7.34K	Buy	167 +116	+227%	+$5.42K	﹤0.01%	898
2025 Q3	$2.58K	Buy	+51	New	+$2.69K	﹤0.01%	1002
2020 Q3	–	Sell	-1	Closed	-$1K	–	309
2020 Q2	$1K	Buy	+1	New	+$16	﹤0.01%	402
2019 Q3	–	Sell	-1	Closed	-$1K	–	274
2019 Q2	$1K	Buy	+1	New	+$27	﹤0.01%	457
2019 Q1	–	Sell	-1	Closed	-$1K	–	244
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	423
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	426
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	393
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	375
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	360
2017 Q3	$1K	Buy	+1	New	+$29	﹤0.01%	357
2017 Q2	–	Sell	-2	Closed	-$1K	–	411
2017 Q1	$1K	Sell	2 -2	-50%	-$45	﹤0.01%	326
2016 Q4	$1K	Sell	4 -5	-56%	-$114	﹤0.01%	362
2016 Q3	$1K	Sell	9 -1	-10%	-$23	﹤0.01%	367
2016 Q2	$1K	Sell	10 -1,018	-99%	-$22.6K	﹤0.01%	338
2016 Q1	$28K	Sell	1,028 -5,871	-85%	-$184K	﹤0.01%	445
2015 Q4	$230K	Buy	6,899 +385	+6%	+$13.7K	0.02%	297
2015 Q3	$236K	Buy	6,514 +305	+5%	+$10.3K	0.02%	271
2015 Q2	$185K	Buy	6,209 +503	+9%	+$15.8K	0.01%	337
2015 Q1	$183K	Buy	5,706 +5,404	+1,789%	+$181K	0.01%	331
2014 Q4	$11K	Buy	302 +2	+0.7%	+$64	﹤0.01%	490
2014 Q3	$10K	Buy	+300	New	+$9.78K	﹤0.01%	473
2014 Q2	–	Sell	-103	Closed	-$4K	–	703
2014 Q1	$4K	Hold	103	–	–	﹤0.01%	528
2013 Q4	$3K	Buy	103 +1	+1%	+$28	﹤0.01%	528
2013 Q3	$3K	Buy	102 +1	+1%	+$29	﹤0.01%	525
2013 Q2	$3K	Buy	+101	New	+$2.88K	﹤0.01%	503