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%

Shares

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

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 $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...
More about HRB
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