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 182,832 shares of HRB stock, worth $10.3 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
182,832
Previous 208,233 12.2%
Holding current value
$10.3 Million
Previous $11.3 Million 2.89%
% of portfolio
0.83%
Previous 0.89%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About H&R BLOCK INC


  • Ticker HRB
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Personal Services
  • Shares Outstandng 158,644,992
  • Market Cap $8.97B
  • 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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