Clearstead Advisors, LLC H&R Block Inc Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 511 shares of HRB stock, worth $22,621. This represents 0.0% of its overall portfolio holdings.

Number of Shares

511

Previous 218 134.4%

Holding current value

$22,621

Previous $11,000 127.27%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$49.28 - $56.76 $14,439 - $16,630	293 Added 134.4%	511 $25,000
Q2 2025 Aug 08, 2025	BUY	$54.32 - $63.04 $11,515 - $13,364	212 Added 3533.33%	218 $11,000
Q1 2025 May 13, 2025	SELL	$49.96 - $55.97 $99 - $111	-2 Reduced 25.0%	6 $0
Q4 2024 Feb 10, 2025	BUY	$52.14 - $63.36 $417 - $506	8 New	8 $0
Q3 2021 Nov 12, 2021	SELL	$23.34 - $26.27 $9,919 - $11,164	-425 Closed	0 $0

Q4 2020 Feb 11, 2021	BUY	$15.16 - $19.18 $6,443 - $8,151	425 New	425 $7,000

About H&R BLOCK INC

Ticker HRB
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 158,644,992
Market Cap $7.02B
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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Clearstead Advisors, LLC H&R Block Inc Transaction History