D.A. Davidson & Co. H&R Block Inc Transaction History

D.A. Davidson & Co.

$13.8 Billion
Q2 2025

A detailed history of D.A. Davidson & Co. transactions in H&R Block Inc stock. As of the latest transaction made, D.A. Davidson & Co. holds 4,327 shares of HRB stock, worth $238,634. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,327

Previous 4,295 0.75%

Holding current value

$238,634

Previous $235,000 0.85%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$54.32 - $63.04 $1,738 - $2,017	32 Added 0.75%	4,327 $237,000
Q1 2025 Apr 28, 2025	SELL	$49.96 - $55.97 $318,295 - $356,584	-6,371 Reduced 59.73%	4,295 $235,000
Q4 2024 Jan 31, 2025	SELL	$52.14 - $63.36 $3,545 - $4,308	-68 Reduced 0.63%	10,666 $563,000
Q3 2024 Nov 13, 2024	SELL	$52.99 - $66.6 $52 - $66	-1 Reduced 0.01%	10,734 $682,000
Q2 2024 Jul 31, 2024	BUY	$46.26 - $54.23 $9,899 - $11,605	214 Added 2.03%	10,735 $582,000
Q1 2024 May 13, 2024	BUY	$45.44 - $50.49 $99,786 - $110,876	2,196 Added 26.38%	10,521 $516,000
Q4 2023 Feb 09, 2024	BUY	$40.86 - $48.95 $340,159 - $407,508	8,325 New	8,325 $402,000
Q1 2023 Apr 25, 2023	SELL	$33.24 - $39.75 $119,730 - $143,179	-3,602 Reduced 6.51%	51,715 $1.82 Million
Q4 2022 Feb 03, 2023	SELL	$36.51 - $43.72 $146,149 - $175,011	-4,003 Reduced 6.75%	55,317 $2.02 Million
Q3 2022 Nov 07, 2022	SELL	$36.45 - $48.44 $122,690 - $163,049	-3,366 Reduced 5.37%	59,320 $2.52 Million
Q2 2022 Jul 28, 2022	SELL	$23.77 - $36.27 $36,486 - $55,674	-1,535 Reduced 2.39%	62,686 $2.21 Million
Q1 2022 May 12, 2022	BUY	$21.44 - $26.64 $99,760 - $123,955	4,653 Added 7.81%	64,221 $1.67 Million
Q4 2021 Jan 31, 2022	BUY	$22.76 - $25.71 $18,708 - $21,133	822 Added 1.4%	59,568 $1.4 Million
Q3 2021 Nov 15, 2021	BUY	$23.34 - $26.27 $159,972 - $180,054	6,854 Added 13.21%	58,746 $1.47 Million
Q2 2021 Aug 10, 2021	BUY	$21.86 - $26.19 $111,114 - $133,123	5,083 Added 10.86%	51,892 $1.22 Million
Q1 2021 May 07, 2021	BUY	$15.66 - $21.8 $733,028 - $1.02 Million	46,809 New	46,809 $1.02 Million
Q3 2017 Nov 08, 2017	SELL	$25.69 - $31.49 $31,418 - $38,512	-1,223 Closed	0 $0
Q2 2017 Aug 11, 2017	BUY	N/A	1,223	1,223 $0

Others Institutions Holding HRB

# of Institutions

641

Shares Held

112M

Call Options Held

263K

Put Options Held

493K

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 $8.75B
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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