A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 8,927 shares of HRB stock, worth $531,959. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,927
Holding current value
$531,959
% of portfolio
0.08%

Shares

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

Oct 24, 2024

BUY
$52.99 - $66.6 $473,041 - $594,538
8,927 New
8,927 $567,000
Q2 2022

Jul 29, 2022

SELL
$23.77 - $36.27 $21,083 - $32,171
-887 Reduced 51.66%
830 $29,000
Q1 2022

May 11, 2022

SELL
$21.44 - $26.64 $22,254 - $27,652
-1,038 Reduced 37.68%
1,717 $45,000
Q4 2021

Jan 10, 2022

BUY
$22.76 - $25.71 $12,290 - $13,883
540 Added 24.38%
2,755 $65,000
Q3 2021

Nov 24, 2021

BUY
$23.34 - $26.27 $20,655 - $23,248
885 Added 66.54%
2,215 $55,000
Q2 2021

Jul 30, 2021

BUY
$21.86 - $26.19 $10,930 - $13,095
500 Added 60.24%
1,330 $31,000
Q3 2020

Oct 21, 2020

SELL
$13.15 - $16.29 $420 - $521
-32 Reduced 3.71%
830 $14,000
Q2 2020

Jul 10, 2020

SELL
$11.94 - $19.76 $107 - $177
-9 Reduced 1.03%
862 $12,000
Q1 2020

Apr 15, 2020

BUY
$12.38 - $24.97 $99 - $199
8 Added 0.93%
871 $12,000
Q4 2019

Jan 22, 2020

SELL
$23.02 - $25.18 $23 - $25
-1 Reduced 0.12%
863 $20,000
Q3 2019

Oct 25, 2019

SELL
$23.33 - $29.12 $1,423 - $1,776
-61 Reduced 6.59%
864 $20,000
Q2 2019

Aug 07, 2019

BUY
$24.33 - $29.3 $608 - $732
25 Added 2.78%
925 $27,000
Q1 2019

Apr 29, 2019

BUY
$23.53 - $25.91 $1,647 - $1,813
70 Added 8.43%
900 $22,000
Q3 2018

Oct 30, 2018

BUY
$23.28 - $27.33 $19,322 - $22,683
830 New
830 $21,000
Q3 2017

Oct 26, 2017

SELL
$25.69 - $31.49 $1,926 - $2,361
-75 Closed
0 $0
Q2 2017

Aug 08, 2017

BUY
N/A
75
75 $2,000

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 $9.45B
  • 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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