Sound Income Strategies, LLC H&R Block Inc Transaction History

Sound Income Strategies, LLC

$1.47 Billion
Q4 2024

A detailed history of Sound Income Strategies, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Sound Income Strategies, LLC holds 184,374 shares of HRB stock, worth $9.7 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

184,374

Previous 182,832 0.84%

Holding current value

$9.7 Million

Previous $11.6 Million 16.15%

% of portfolio

0.66%

Previous 0.83%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$52.14 - $63.36 $80,399 - $97,701	1,542 Added 0.84%	184,374 $9.74 Million
Q3 2024 Oct 10, 2024	SELL	$52.99 - $66.6 $1.35 Million - $1.69 Million	-25,401 Reduced 12.2%	182,832 $11.6 Million
Q2 2024 Jul 12, 2024	SELL	$46.26 - $54.23 $2.98 Million - $3.49 Million	-64,362 Reduced 23.61%	208,233 $11.3 Million
Q1 2024 Apr 15, 2024	SELL	$45.44 - $50.49 $706,728 - $785,270	-15,553 Reduced 5.4%	272,595 $13.4 Million
Q4 2023 Jan 10, 2024	SELL	$40.86 - $48.95 $458,367 - $549,121	-11,218 Reduced 3.75%	288,148 $13.9 Million
Q3 2023 Oct 12, 2023	BUY	$31.07 - $43.09 $655,608 - $909,242	21,101 Added 7.58%	299,366 $12.9 Million
Q2 2023 Jul 10, 2023	BUY	$28.87 - $35.45 $622,523 - $764,408	21,563 Added 8.4%	278,265 $8.87 Million
Q1 2023 Apr 10, 2023	BUY	$33.24 - $39.75 $832,794 - $995,896	25,054 Added 10.82%	256,702 $9.05 Million
Q4 2022 Jan 11, 2023	BUY	$36.51 - $43.72 $786,352 - $941,641	21,538 Added 10.25%	231,648 $0
Q3 2022 Oct 18, 2022	SELL	$36.45 - $48.44 $4.61 Million - $6.13 Million	-126,547 Reduced 37.59%	210,110 $8.94 Million
Q2 2022 Jul 11, 2022	SELL	$23.77 - $36.27 $1.54 Million - $2.35 Million	-64,767 Reduced 16.13%	336,657 $11.9 Million
Q1 2022 Apr 11, 2022	BUY	$21.44 - $26.64 $1.18 Million - $1.47 Million	55,005 Added 15.88%	401,424 $10.5 Million
Q4 2021 Jan 13, 2022	BUY	$22.76 - $25.71 $527,167 - $595,495	23,162 Added 7.17%	346,419 $8.16 Million
Q3 2021 Oct 12, 2021	BUY	$23.34 - $26.27 $1.11 Million - $1.25 Million	47,527 Added 17.24%	323,257 $8.08 Million
Q2 2021 Jul 13, 2021	BUY	$21.86 - $26.19 $617,348 - $739,631	28,241 Added 11.41%	275,730 $6.47 Million
Q1 2021 Apr 14, 2021	BUY	$15.66 - $21.8 $1.55 Million - $2.16 Million	99,074 Added 66.75%	247,489 $5.4 Million
Q4 2020 Jan 11, 2021	BUY	$15.16 - $19.18 $779,815 - $986,600	51,439 Added 53.04%	148,415 $2.35 Million
Q3 2020 Oct 08, 2020	BUY	$13.15 - $16.29 $1.27 Million - $1.58 Million	96,850 Added 76865.08%	96,976 $1.58 Million
Q4 2019 Jan 07, 2020	BUY	$23.02 - $25.18 $2,900 - $3,172	126 New	126 $3,000
Q4 2019 Jan 06, 2020	SELL	$23.02 - $25.18 $2,900 - $3,172	-126 Closed	0 $0
Q3 2018 Oct 03, 2018	BUY	$23.28 - $27.33 $2,933 - $3,443	126 New	126 $3,000

Others Institutions Holding HRB

# of Institutions

611

Shares Held

110M

Call Options Held

637K

Put Options Held

831K

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 $8.34B
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...

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Sound Income Strategies, LLC H&R Block Inc Transaction History