ROOSEVELT INVESTMENT GROUP LLC – H&R Block, Inc. Transaction History
ROOSEVELT INVESTMENT GROUP LLC portfolio value:
$4.04M
portfolio value
ROOSEVELT INVESTMENT GROUP LLC quarter portfolio value change:
+20.44%
quarter
H&R Block, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.26% | 3K shares | 792K | $42.54 | 95K |
| Q2 2022 | share | 0.00% | 0 shares | 853K | $35.32 | 92K | |
| Q1 2022 | share | 0.00% | 0 shares | 228K | $26.04 | 92K | |
| Q4 2021 | share | Increase | +8.24% | 7K shares | 43K | $23.62 | 92K |
| Q3 2021 | share | 0.00% | 0 shares | 129K | $24.71 | 85K | |
| Q2 2021 | share | 0.00% | 0 shares | 143K | $22.97 | 85K | |
| Q1 2021 | share | 0.00% | 0 shares | 505K | $21.09 | 85K | |
| Q4 2020 | share | Increase | +18.06% | 13K shares | 175K | $15.15 | 85K |
| Q3 2020 | share | Increase | 0.00% | 72K shares | 1.17M | $15.34 | 72K |