A detailed history of Kestra Advisory Services, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 24,848 shares of HRB stock, worth $1.49 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,848
Previous 25,209 1.43%
Holding current value
$1.49 Million
Previous $1.37 Million 15.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$52.99 - $66.6 $19,129 - $24,042
-361 Reduced 1.43%
24,848 $1.58 Million
Q2 2024

Aug 14, 2024

BUY
$46.26 - $54.23 $29,698 - $34,815
642 Added 2.61%
25,209 $1.37 Million
Q1 2024

May 15, 2024

BUY
$45.44 - $50.49 $23,128 - $25,699
509 Added 2.12%
24,567 $1.21 Million
Q4 2023

Feb 14, 2024

BUY
$40.86 - $48.95 $79,186 - $94,865
1,938 Added 8.76%
24,058 $1.16 Million
Q3 2023

Nov 09, 2023

BUY
$31.07 - $43.09 $309,395 - $429,090
9,958 Added 81.88%
22,120 $952,000
Q2 2023

Aug 11, 2023

BUY
$28.87 - $35.45 $148,911 - $182,851
5,158 Added 73.64%
12,162 $387,000
Q1 2023

May 12, 2023

SELL
$33.24 - $39.75 $60,397 - $72,225
-1,817 Reduced 20.6%
7,004 $246,000
Q4 2022

Jan 31, 2023

SELL
$36.51 - $43.72 $72,508 - $86,827
-1,986 Reduced 18.38%
8,821 $322,000
Q3 2022

Nov 01, 2022

SELL
$36.45 - $48.44 $3,244 - $4,311
-89 Reduced 0.82%
10,807 $460 Million
Q2 2022

Aug 12, 2022

BUY
$23.77 - $36.27 $44,354 - $67,679
1,866 Added 20.66%
10,896 $385,000
Q1 2022

Apr 26, 2022

SELL
$21.44 - $26.64 $29,823 - $37,056
-1,391 Reduced 13.35%
9,030 $235,000
Q4 2021

Jan 20, 2022

SELL
$22.76 - $25.71 $121,652 - $137,419
-5,345 Reduced 33.9%
10,421 $245,000
Q3 2021

Oct 19, 2021

BUY
$23.34 - $26.27 $13,303 - $14,973
570 Added 3.75%
15,766 $394,000
Q2 2021

Jul 28, 2021

BUY
$21.86 - $26.19 $332,184 - $397,983
15,196 New
15,196 $356,000

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 $9.53B
  • 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
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.