Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
4,044
+173
| +4% | +$9.5K | 0.01% | 669 |
|
|
2025
Q1 | $213K | Buy |
+3,871
| New | +$213K | 0.01% | 622 |
|
|
2024
Q4 | – | Sell |
-3,634
| Closed | -$231K | – | 708 |
|
|
2024
Q3 | $231K | Buy |
+3,634
| New | +$231K | 0.01% | 607 |
|
|
2021
Q4 | – | Sell |
-13,655
| Closed | -$341K | – | 554 |
|
|
2021
Q3 | $341K | Buy |
+13,655
| New | +$341K | 0.02% | 356 |
|
|
2021
Q2 | – | Sell |
-3,740
| Closed | -$82K | – | 1009 |
|
|
2021
Q1 | $82K | Buy |
3,740
+3,589
| +2,377% | +$78.7K | ﹤0.01% | 658 |
|
|
2020
Q4 | $2K | Hold |
151
| – | – | ﹤0.01% | 1490 |
|
|
2020
Q3 | $2K | Sell |
151
-84
| -36% | -$1.11K | ﹤0.01% | 1361 |
|
|
2020
Q2 | $3K | Buy |
235
+18
| +8% | +$230 | ﹤0.01% | 1589 |
|
|
2020
Q1 | $3K | Buy |
217
+17
| +9% | +$235 | ﹤0.01% | 1366 |
|
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1184 |
|
|
2019
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1157 |
|
|
2018
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1072 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1181 |
|
|
2018
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1126 |
|