United Capital Financial 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
Q1 | – | Sell |
-4,646
| Closed | -$225K | – | 1099 |
|
|
2023
Q4 | $225K | Sell |
4,646
-4,171
| -47% | -$202K | ﹤0.01% | 962 |
|
|
2023
Q3 | $380K | Sell |
8,817
-8,655
| -50% | -$373K | ﹤0.01% | 692 |
|
|
2023
Q2 | $557K | Sell |
17,472
-133
| -0.8% | -$4.24K | ﹤0.01% | 667 |
|
|
2023
Q1 | $621K | Sell |
17,605
-6,054
| -26% | -$213K | ﹤0.01% | 682 |
|
|
2022
Q4 | $864K | Sell |
23,659
-2,984
| -11% | -$109K | ﹤0.01% | 646 |
|
|
2022
Q3 | $1.13M | Sell |
26,643
-6,804
| -20% | -$289K | 0.01% | 586 |
|
|
2022
Q2 | $1.18M | Sell |
33,447
-320
| -0.9% | -$11.3K | 0.01% | 603 |
|
|
2022
Q1 | $879K | Sell |
33,767
-5,125
| -13% | -$133K | ﹤0.01% | 690 |
|
|
2021
Q4 | $916K | Sell |
38,892
-5,645
| -13% | -$133K | ﹤0.01% | 695 |
|
|
2021
Q3 | $1.11M | Sell |
44,537
-23,008
| -34% | -$575K | 0.01% | 649 |
|
|
2021
Q2 | $1.59M | Sell |
67,545
-1,393
| -2% | -$32.7K | 0.01% | 584 |
|
|
2021
Q1 | $1.5M | Sell |
68,938
-6,472
| -9% | -$141K | 0.01% | 566 |
|
|
2020
Q4 | $1.2M | Buy |
75,410
+8,184
| +12% | +$130K | 0.01% | 627 |
|
|
2020
Q3 | $1.1M | Buy |
+67,226
| New | +$1.1M | 0.01% | 633 |
|
|
2016
Q1 | – | Sell |
-9,745
| Closed | -$325K | – | 1234 |
|
|
2015
Q4 | $325K | Sell |
9,745
-2,980
| -23% | -$99.4K | ﹤0.01% | 996 |
|
|
2015
Q3 | $461K | Sell |
12,725
-4,282
| -25% | -$155K | 0.01% | 920 |
|
|
2015
Q2 | $504K | Buy |
+17,007
| New | +$504K | 0.01% | 919 |
|