A detailed history of Allworth Financial LP transactions in H&R Block Inc stock. As of the latest transaction made, Allworth Financial LP holds 1,646 shares of HRB stock, worth $88,752. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,646
Previous 2,475 33.49%
Holding current value
$88,752
Previous $134,000 22.39%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$52.99 - $66.6 $43,928 - $55,211
-829 Reduced 33.49%
1,646 $104,000
Q2 2024

Jul 23, 2024

SELL
$46.26 - $54.23 $2,220 - $2,603
-48 Reduced 1.9%
2,475 $134,000
Q1 2024

Apr 25, 2024

BUY
$45.44 - $50.49 $13,268 - $14,743
292 Added 13.09%
2,523 $123,000
Q4 2023

Jan 24, 2024

SELL
$40.86 - $48.95 $326,553 - $391,208
-7,992 Reduced 78.18%
2,231 $107,000
Q3 2023

Oct 31, 2023

BUY
$31.07 - $43.09 $1,770 - $2,456
57 Added 0.56%
10,223 $440,000
Q2 2023

Jul 18, 2023

BUY
$28.87 - $35.45 $10,739 - $13,187
372 Added 3.8%
10,166 $323,000
Q1 2023

Apr 18, 2023

SELL
$33.24 - $39.75 $66 - $79
-2 Reduced 0.02%
9,794 $345,000
Q4 2022

Jan 13, 2023

SELL
$36.51 - $43.72 $174,919 - $209,462
-4,791 Reduced 32.84%
9,796 $0
Q3 2022

Oct 18, 2022

BUY
$36.45 - $48.44 $135,265 - $179,760
3,711 Added 34.12%
14,587 $621,000
Q2 2022

Jul 13, 2022

BUY
$23.77 - $36.27 $380 - $580
16 Added 0.15%
10,876 $384,000
Q4 2021

Jan 21, 2022

BUY
$22.76 - $25.71 $2,617 - $2,956
115 Added 1.07%
10,860 $256,000
Q3 2021

Nov 02, 2021

BUY
$23.34 - $26.27 $2,824 - $3,178
121 Added 1.14%
10,745 $269,000
Q2 2021

Aug 02, 2021

BUY
$21.86 - $26.19 $232,240 - $278,242
10,624 New
10,624 $249,000

Others Institutions Holding HRB

About H&R BLOCK INC


  • Ticker HRB
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Personal Services
  • Shares Outstandng 158,644,992
  • Market Cap $8.55B
  • 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...
More about HRB
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