Advisor Group Holdings, Inc. H&R Block Inc Transaction History

Advisor Group Holdings, Inc.

$42.1 Billion
Q1 2025

A detailed history of Advisor Group Holdings, Inc. transactions in H&R Block Inc stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 24,963 shares of HRB stock, worth $1.37 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

24,963

Previous 10,385 140.38%

Holding current value

$1.37 Million

Previous $548,000 150.0%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$49.96 - $55.97 $728,316 - $815,930	14,578 Added 140.38%	24,963 $1.37 Million
Q4 2024 Jun 06, 2025	SELL	$52.14 - $63.36 $777,772 - $945,141	-14,917 Reduced 59.76%	10,046 $530,000
Q4 2024 Feb 07, 2025	SELL	$52.14 - $63.36 $1.71 Million - $2.08 Million	-32,883 Reduced 76.0%	10,385 $548,000
Q3 2024 Nov 13, 2024	SELL	$52.99 - $66.6 $457,833 - $575,424	-8,640 Reduced 16.64%	43,268 $2.75 Million
Q2 2024 Aug 13, 2024	SELL	$46.26 - $54.23 $34,648 - $40,618	-749 Reduced 1.42%	51,908 $2.81 Million
Q1 2024 May 10, 2024	SELL	$45.44 - $50.49 $1.25 Million - $1.38 Million	-27,420 Reduced 34.24%	52,657 $2.59 Million
Q4 2023 Feb 12, 2024	BUY	$40.86 - $48.95 $1.81 Million - $2.16 Million	44,213 Added 123.28%	80,077 $3.87 Million
Q3 2023 Nov 13, 2023	BUY	$31.07 - $43.09 $468,504 - $649,754	15,079 Added 72.55%	35,864 $1.54 Million
Q2 2023 Aug 10, 2023	SELL	$28.87 - $35.45 $1.46 Million - $1.8 Million	-50,740 Reduced 70.94%	20,785 $662,000
Q1 2023 May 12, 2023	SELL	$33.24 - $39.75 $205,190 - $245,376	-6,173 Reduced 7.94%	71,525 $2.52 Million
Q4 2022 Feb 10, 2023	SELL	$36.51 - $43.72 $1.26 Million - $1.5 Million	-34,392 Reduced 30.68%	77,698 $2.84 Million
Q3 2022 Nov 14, 2022	SELL	$36.45 - $48.44 $1.33 Million - $1.77 Million	-36,461 Reduced 24.54%	112,090 $4.77 Million
Q2 2022 Aug 10, 2022	BUY	$23.77 - $36.27 $2.84 Million - $4.33 Million	119,393 Added 409.47%	148,551 $5.25 Million
Q1 2022 May 04, 2022	SELL	$21.44 - $26.64 $1.24 Million - $1.54 Million	-57,738 Reduced 66.44%	29,158 $843,000
Q3 2021 Nov 05, 2021	BUY	$23.34 - $26.27 $1.46 Million - $1.65 Million	62,752 Added 259.91%	86,896 $2.17 Million
Q2 2021 Aug 02, 2021	SELL	$21.86 - $26.19 $84,029 - $100,674	-3,844 Reduced 13.73%	24,144 $567,000
Q1 2021 May 13, 2021	SELL	$15.66 - $21.8 $1.13 Million - $1.57 Million	-72,225 Reduced 72.07%	27,988 $611,000
Q4 2020 Feb 10, 2021	SELL	$15.16 - $19.18 $1.47 Million - $1.86 Million	-96,802 Reduced 49.13%	100,213 $1.59 Million
Q3 2020 Nov 12, 2020	SELL	$13.15 - $16.29 $258,003 - $319,609	-19,620 Reduced 9.06%	197,015 $3.21 Million
Q2 2020 Aug 14, 2020	BUY	$11.94 - $19.76 $1.19 Million - $1.97 Million	99,739 Added 85.32%	216,635 $3.1 Million
Q1 2020 May 18, 2020	BUY	$12.38 - $24.97 $1.45 Million - $2.92 Million	116,896 New	116,896 $1.65 Million

Others Institutions Holding HRB

# of Institutions

626

Shares Held

112M

Call Options Held

247K

Put Options Held

483K

View Full List

About H&R BLOCK INC

Ticker HRB
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 158,644,992
Market Cap $8.71B
Description
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail...

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Advisor Group Holdings, Inc. H&R Block Inc Transaction History