H&R Block shares owned by LPL Financial
Historical chart of LPL Financial investment in H&R Block
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All positions including H&R Block held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in H&R Block by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 73k | 63.55 |
| 2024-06-30 | $4.1M | 76k | 54.23 |
| 2024-03-31 | $3.9M | 80k | 49.11 |
| 2023-09-30 | $3.5M | 82k | 43.06 |
| 2023-06-30 | $2.5M | 79k | 31.87 |
| 2023-03-31 | $4.1M | 115k | 35.25 |
| 2022-12-31 | $3.9M | 108k | 36.51 |
| 2022-09-30 | $3.7M | 86k | 42.54 |
| 2022-06-30 | $2.0M | 57k | 35.31 |
| 2022-03-31 | $1.3M | 50k | 26.04 |
| 2021-12-31 | $1.2M | 49k | 23.56 |
| 2021-09-30 | $1.6M | 65k | 25.00 |
| 2021-06-30 | $1.8M | 76k | 23.48 |
| 2021-03-31 | $1.6M | 76k | 21.81 |
| 2020-12-31 | $1.2M | 73k | 15.86 |
| 2020-09-30 | $898k | 55k | 16.28 |
| 2020-06-30 | $812k | 57k | 14.28 |
| 2020-03-31 | $659k | 47k | 14.09 |
| 2019-12-31 | $729k | 31k | 23.47 |
| 2019-09-30 | $666k | 28k | 23.63 |
| 2019-06-30 | $858k | 29k | 29.29 |
| 2019-03-31 | $761k | 32k | 23.93 |
| 2018-12-31 | $792k | 31k | 25.37 |
| 2018-09-30 | $818k | 32k | 25.75 |
| 2018-06-30 | $604k | 27k | 22.77 |
| 2018-03-31 | $649k | 26k | 25.41 |
| 2017-12-31 | $591k | 23k | 26.23 |
| 2017-09-30 | $639k | 24k | 26.49 |
| 2017-06-30 | $656k | 21k | 30.91 |
| 2017-03-31 | $401k | 17k | 23.20 |
| 2016-12-31 | $701k | 31k | 22.90 |
| 2016-09-30 | $267k | 12k | 22.61 |
| 2016-06-30 | $608k | 26k | 23.38 |
| 2016-03-31 | $481k | 19k | 25.42 |
| 2015-12-31 | $740k | 22k | 33.24 |
| 2015-09-30 | $640k | 18k | 35.96 |
| 2015-06-30 | $448k | 15k | 29.91 |
| 2015-03-31 | $586k | 18k | 32.32 |
| 2014-12-31 | $894k | 27k | 33.66 |
| 2014-09-30 | $526k | 17k | 30.51 |
| 2014-06-30 | $225k | 6.7k | 33.56 |
| 2011-12-31 | $762k | 47k | 16.33 |
| 2011-09-30 | $253k | 19k | 13.32 |