A detailed history of Steward Partners Investment Advisory, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 170 shares of HRB stock, worth $10,771. This represents 0.0% of its overall portfolio holdings.

Number of Shares
170
Previous 150 13.33%
Holding current value
$10,771
Previous $7,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$46.26 - $54.23 $925 - $1,084
20 Added 13.33%
170 $9,000
Q4 2023

Feb 12, 2024

SELL
$40.86 - $48.95 $5,842 - $6,999
-143 Reduced 48.81%
150 $7,000
Q3 2023

Nov 13, 2023

BUY
$31.07 - $43.09 $3,107 - $4,309
100 Added 51.81%
293 $12,000
Q3 2022

Nov 10, 2022

SELL
$36.45 - $48.44 $5,467 - $7,266
-150 Reduced 43.73%
193 $8,000
Q2 2022

Aug 04, 2022

BUY
$23.77 - $36.27 $2,377 - $3,627
100 Added 41.15%
343 $12,000
Q1 2022

May 02, 2022

SELL
$21.44 - $26.64 $112,560 - $139,860
-5,250 Reduced 95.58%
243 $6,000
Q4 2021

Feb 08, 2022

BUY
$22.76 - $25.71 $77,384 - $87,414
3,400 Added 162.45%
5,493 $129,000
Q3 2021

Nov 12, 2021

BUY
$23.34 - $26.27 $44,346 - $49,913
1,900 Added 984.46%
2,093 $52,000
Q2 2021

Aug 13, 2021

SELL
$21.86 - $26.19 $52,114 - $62,436
-2,384 Reduced 92.51%
193 $5,000
Q1 2021

May 14, 2021

BUY
$15.66 - $21.8 $38,116 - $53,061
2,434 Added 1702.1%
2,577 $56,000
Q2 2019

Jul 25, 2019

BUY
$24.33 - $29.3 $3,479 - $4,189
143 New
143 $4,000
Q4 2018

Jan 15, 2019

SELL
$23.63 - $28.73 $3,379 - $4,108
-143 Closed
0 $0
Q4 2017

Jan 19, 2018

BUY
$23.86 - $28.99 $3,411 - $4,145
143 New
143 $3,000
Q2 2017

Nov 22, 2017

SELL
N/A
-103 Closed
0 $0
Q1 2017

Nov 22, 2017

BUY
N/A
103
103 $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 $10.1B
  • 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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