A detailed history of Captrust Financial Advisors transactions in H&R Block Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 11,169 shares of HRB stock, worth $651,152. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,169
Previous 8,524 31.03%
Holding current value
$651,152
Previous $462,000 53.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$52.99 - $66.6 $140,158 - $176,156
2,645 Added 31.03%
11,169 $709,000
Q2 2024

Aug 14, 2024

BUY
$46.26 - $54.23 $137,484 - $161,171
2,972 Added 53.53%
8,524 $462,000
Q1 2024

May 15, 2024

SELL
$45.44 - $50.49 $356,931 - $396,598
-7,855 Reduced 58.59%
5,552 $272,000
Q4 2023

Feb 14, 2024

BUY
$40.86 - $48.95 $197,353 - $236,428
4,830 Added 56.31%
13,407 $648,000
Q3 2023

Nov 14, 2023

BUY
$31.07 - $43.09 $266,487 - $369,582
8,577 New
8,577 $369,000
Q1 2023

May 15, 2023

BUY
$33.24 - $39.75 $8,010 - $9,579
241 Added 3.5%
7,121 $251,000
Q4 2022

Feb 15, 2023

SELL
$36.51 - $43.72 $2,227 - $2,666
-61 Reduced 0.88%
6,880 $251,000
Q3 2022

Nov 16, 2022

BUY
$36.45 - $48.44 $172,044 - $228,636
4,720 Added 212.52%
6,941 $295,000
Q2 2022

Aug 23, 2022

SELL
$23.77 - $36.27 $5,728 - $8,741
-241 Reduced 9.79%
2,221 $79,000
Q2 2022

Aug 16, 2022

BUY
$23.77 - $36.27 $3,113 - $4,751
131 Added 5.62%
2,462 $87,000
Q1 2022

May 16, 2022

SELL
$21.44 - $26.64 $58,166 - $72,274
-2,713 Reduced 53.79%
2,331 $61,000
Q4 2021

Feb 14, 2022

BUY
$22.76 - $25.71 $94,476 - $106,722
4,151 Added 464.84%
5,044 $120,000
Q3 2021

Nov 16, 2021

BUY
$23.34 - $26.27 $2,123 - $2,390
91 Added 11.35%
893 $23,000
Q2 2021

Aug 16, 2021

SELL
$21.86 - $26.19 $1,879 - $2,252
-86 Reduced 9.68%
802 $19,000
Q1 2021

May 17, 2021

BUY
$15.66 - $21.8 $6,044 - $8,414
386 Added 76.89%
888 $20,000
Q4 2020

Feb 16, 2021

SELL
$15.16 - $19.18 $1,743 - $2,205
-115 Reduced 18.64%
502 $8,000
Q3 2020

Nov 17, 2020

BUY
$13.15 - $16.29 $3,695 - $4,577
281 Added 83.63%
617 $10,000
Q2 2020

Aug 14, 2020

BUY
$11.94 - $19.76 $4,011 - $6,639
336 New
336 $5,000
Q4 2019

Feb 14, 2020

SELL
$23.02 - $25.18 $22,444 - $24,550
-975 Closed
0 $0
Q3 2019

Nov 14, 2019

SELL
$23.33 - $29.12 $933 - $1,164
-40 Reduced 3.94%
975 $23,000
Q2 2019

Aug 13, 2019

SELL
$24.33 - $29.3 $851 - $1,025
-35 Reduced 3.33%
1,015 $30,000
Q1 2019

May 15, 2019

BUY
$23.53 - $25.91 $2,353 - $2,591
100 Added 10.53%
1,050 $25,000
Q3 2018

Nov 15, 2018

BUY
$23.28 - $27.33 $22,116 - $25,963
950 New
950 $25,000

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 $9.25B
  • 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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