A detailed history of Roosevelt Investment Group LLC transactions in H&R Block Inc stock. As of the latest transaction made, Roosevelt Investment Group LLC holds 95,000 shares of HRB stock, worth $5.04 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
95,000
Previous 92,000 3.26%
Holding current value
$5.04 Million
Previous $3.25 Million 24.38%
% of portfolio
0.29%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 19, 2022

BUY
$36.45 - $48.44 $109,350 - $145,320
3,000 Added 3.26%
95,000 $4.04 Million
Q4 2021

Feb 02, 2022

BUY
$22.76 - $25.71 $159,320 - $179,970
7,000 Added 8.24%
92,000 $2.17 Million
Q4 2020

Feb 12, 2021

BUY
$15.16 - $19.18 $197,080 - $249,340
13,000 Added 18.06%
85,000 $1.35 Million
Q3 2020

Nov 12, 2020

BUY
$13.15 - $16.29 $946,800 - $1.17 Million
72,000 New
72,000 $1.17 Million

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 $8.42B
  • 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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