Number of Shares
5,549.00
Current Holdings Value*
$304,590.00
% of Portfolio
0.02%
Total Estimate Gain
$12.46 Mil
% of Total Estimate Gain
110.23%

Sound Income Strategies, LLC's H&R Block Inc Holding Summary

As of 2025-06-30, Sound Income Strategies, LLC held 5,549.00 shares of H&R Block Inc(HRB), totaling $304,590.00. This investment constitutes 0.02% of their stock portfolio, and Sound Income Strategies, LLC now holds 0% of the outstanding H&R Block Inc(HRB) stock.

The initial trade took place in 2018Q3. And since then Sound Income Strategies, LLC has made 13 purchases of HRB, at an average price of $22.97, for a total of 492,222.00 shares. In addition, there have been 8 sales at an average price of $48.19 for 486,673.00 shares. Based on historical transaction data and HRB's current price of $56.64, Sound Income Strategies, LLC's estimated gain on his HRB holdings is $12.46 Mil, reflecting a 110.23% gain to date.

Sound Income Strategies, LLC HRB ($56.64) Holding Chart

Sound Income Strategies, LLC HRB ($56.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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