BLOCK H & R INC

Ticker: HRB CUSIP: 093671105 Class: Com

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,440 Value ($000) $63 Avg Close $46.41 Range $40.97 - $52.38
Q3 2025
Shares 1,500 Value ($000) $76 Avg Close $52.02 Range $46.15 - $56.52
Q2 2025
Shares 1,491 Value ($000) $82 Avg Close $56.45 Range $51.66 - $63.05
Q1 2025
Shares 1,021 Value ($000) $56 Avg Close $51.92 Range $47.97 - $55.75
Q4 2024
Shares 404 Value ($000) $21 Avg Close $56.67 Range $49.81 - $61.43
Q3 2024
Shares 404 Value ($000) $26 Avg Close $57.15 Range $50.05 - $65.51
Q2 2024
Shares 170 Value ($000) $9 Avg Close $47.43 Range $43.63 - $52.13
Q1 2024
Shares 150 Value ($000) $7 Avg Close $44.98 Range $39.95 - $50.32
Q4 2023
Shares 150 Value ($000) $7 Avg Close $41.91 Range $36.78 - $46.33
Q3 2023
Shares 293 Value ($000) $13 Avg Close $34.45 Range $28.53 - $41.18
Q2 2023
Shares 193 Value ($000) $6 Avg Close $29.86 Range $26.58 - $32.73
Q1 2023
Shares 193 Value ($000) $7 Avg Close $33.91 Range $30.34 - $36.77
Q4 2022
Shares 193 Value ($000) $7 Avg Close $36.99 Range $32.77 - $39.98
Q3 2022
Shares 193 Value ($000) $8 Avg Close $38.26 Range $31.66 - $44.00
Q2 2022
Shares 343 Value ($000) $12 Avg Close $27.71 Range $21.18 - $32.98
Q1 2022
Shares 243 Value ($000) $6 Avg Close $21.58 Range $18.68 - $24.04
Q4 2021
Shares 5,493 Value ($000) $129 Avg Close $21.32 Range $19.77 - $22.62
Q3 2021
Shares 2,093 Value ($000) $52 Avg Close $21.66 Range $20.05 - $22.99
Q2 2021
Shares 193 Value ($000) $5 Avg Close $20.32 Range $18.57 - $22.49
Q1 2021
Shares 2,577 Value ($000) $56,179 Avg Close $16.05 Range $13.06 - $18.82
Q4 2020
Shares 143 Value ($000) $2 Avg Close $14.48 Range $12.63 - $16.16
Q3 2020
Shares 143 Value ($000) $2 Avg Close $12.11 Range $10.71 - $13.86
Q2 2020
Shares 143 Value ($000) $2 Avg Close $12.75 Range $9.56 - $15.97
Q1 2020
Shares 143 Value ($000) $2 Avg Close $16.67 Range $9.10 - $19.94
Q4 2019
Shares 143 Value ($000) $3 Avg Close $18.91 Range $17.90 - $19.98
Q3 2019
Shares 143 Value ($000) $3 Avg Close $20.60 Range $18.19 - $23.02
Q2 2019
Shares 143 Value ($000) $4 Avg Close $20.72 Range $18.44 - $22.96
Q3 2018
Shares 143 Value ($000) $4 Avg Close $19.02 Range $16.91 - $20.60
Q2 2018
Shares 143 Value ($000) $3 Avg Close $19.67 Range $16.79 - $22.07
Q1 2018
Shares 143 Value ($000) $3 Avg Close $19.35 Range $17.47 - $21.63
Q4 2017
Shares 143 Value ($000) $3 Avg Close $18.93 Range $17.15 - $21.40
Q1 2017
Shares 103 Value ($000) $2 Avg Close $15.87 Range $14.05 - $17.57