United Capital 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 | $252K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $557K | Sell |
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|
2023
Q1 | $621K | Sell |
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|
2022
Q4 | $864K | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $879K | Sell |
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|
2021
Q4 | $916K | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $1.5M | Sell |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $1.09M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $325K | Sell |
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|
2015
Q3 | $461K | Sell |
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|
2015
Q2 | $504K | Buy |
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