Guggenheim Capital’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
9,852
-220
| -2% | -$12.1K | ﹤0.01% | 1138 |
|
|
2025
Q1 | $553K | Sell |
10,072
-1,100
| -10% | -$60.4K | 0.01% | 1150 |
|
|
2024
Q4 | $590K | Sell |
11,172
-10,514
| -48% | -$556K | ﹤0.01% | 1195 |
|
|
2024
Q3 | $1.38M | Sell |
21,686
-3,899
| -15% | -$248K | 0.01% | 961 |
|
|
2024
Q2 | $1.39M | Sell |
25,585
-782
| -3% | -$42.4K | 0.01% | 956 |
|
|
2024
Q1 | $1.29M | Buy |
26,367
+4,232
| +19% | +$208K | 0.01% | 1072 |
|
|
2023
Q4 | $1.07M | Sell |
22,135
-40,431
| -65% | -$1.96M | 0.01% | 1124 |
|
|
2023
Q3 | $2.69M | Sell |
62,566
-2,216
| -3% | -$95.4K | 0.02% | 705 |
|
|
2023
Q2 | $2.06M | Buy |
64,782
+27,318
| +73% | +$871K | 0.02% | 841 |
|
|
2023
Q1 | $1.32M | Sell |
37,464
-5,998
| -14% | -$211K | 0.01% | 1039 |
|
|
2022
Q4 | $1.59M | Sell |
43,462
-3,899
| -8% | -$142K | 0.01% | 942 |
|
|
2022
Q3 | $2.02M | Sell |
47,361
-47,399
| -50% | -$2.02M | 0.02% | 833 |
|
|
2022
Q2 | $3.35M | Buy |
94,760
+2,969
| +3% | +$105K | 0.03% | 700 |
|
|
2022
Q1 | $2.39M | Buy |
91,791
+2,201
| +2% | +$57.3K | 0.01% | 931 |
|
|
2021
Q4 | $2.11M | Sell |
89,590
-91,834
| -51% | -$2.16M | 0.01% | 1027 |
|
|
2021
Q3 | $4.54M | Buy |
181,424
+50,221
| +38% | +$1.26M | 0.03% | 701 |
|
|
2021
Q2 | $3.08M | Buy |
131,203
+5,767
| +5% | +$135K | 0.02% | 872 |
|
|
2021
Q1 | $2.74M | Buy |
125,436
+19,211
| +18% | +$419K | 0.02% | 872 |
|
|
2020
Q4 | $1.69M | Buy |
106,225
+9,877
| +10% | +$157K | 0.01% | 1054 |
|
|
2020
Q3 | $1.57M | Sell |
96,348
-24,388
| -20% | -$397K | 0.01% | 992 |
|
|
2020
Q2 | $1.72M | Buy |
120,736
+10,289
| +9% | +$147K | 0.01% | 941 |
|
|
2020
Q1 | $1.56M | Sell |
110,447
-64,159
| -37% | -$903K | 0.02% | 896 |
|
|
2019
Q4 | $4.1M | Sell |
174,606
-24,046
| -12% | -$565K | 0.03% | 723 |
|
|
2019
Q3 | $4.69M | Buy |
198,652
+59,365
| +43% | +$1.4M | 0.04% | 624 |
|
|
2019
Q2 | $4.08M | Sell |
139,287
-7,506
| -5% | -$220K | 0.03% | 710 |
|
|
2019
Q1 | $3.51M | Buy |
146,793
+37,546
| +34% | +$899K | 0.03% | 798 |
|
|
2018
Q4 | $2.77M | Sell |
109,247
-20,304
| -16% | -$515K | 0.02% | 878 |
|
|
2018
Q3 | $3.34M | Buy |
129,551
+5,638
| +5% | +$145K | 0.02% | 954 |
|
|
2018
Q2 | $2.82M | Sell |
123,913
-1,149,166
| -90% | -$26.2M | 0.02% | 1046 |
|
|
2018
Q1 | $32.3M | Buy |
1,273,079
+19,818
| +2% | +$504K | 0.08% | 506 |
|
|
2017
Q4 | $32.9M | Sell |
1,253,261
-6,050
| -0.5% | -$159K | 0.08% | 501 |
|
|
2017
Q3 | $33.3M | Sell |
1,259,311
-4,921
| -0.4% | -$130K | 0.08% | 475 |
|
|
2017
Q2 | $39.1M | Sell |
1,264,232
-172,432
| -12% | -$5.33M | 0.1% | 412 |
|
|
2017
Q1 | $33.4M | Buy |
1,436,664
+123,873
| +9% | +$2.88M | 0.09% | 467 |
|
|
2016
Q4 | $30.2M | Buy |
1,312,791
+133,582
| +11% | +$3.07M | 0.09% | 474 |
|
|
2016
Q3 | $27.3M | Buy |
1,179,209
+293,139
| +33% | +$6.79M | 0.08% | 446 |
|
|
2016
Q2 | $20.4M | Buy |
886,070
+199,806
| +29% | +$4.6M | 0.06% | 522 |
|
|
2016
Q1 | $18.1M | Buy |
686,264
+9,657
| +1% | +$255K | 0.06% | 559 |
|
|
2015
Q4 | $22.5M | Buy |
676,607
+72,303
| +12% | +$2.41M | 0.07% | 532 |
|
|
2015
Q3 | $21.9M | Sell |
604,304
-265,560
| -31% | -$9.61M | 0.07% | 523 |
|
|
2015
Q2 | $25.8M | Buy |
869,864
+56,668
| +7% | +$1.68M | 0.06% | 562 |
|
|
2015
Q1 | $26.1M | Buy |
813,196
+91,373
| +13% | +$2.93M | 0.06% | 571 |
|
|
2014
Q4 | $24.3M | Buy |
721,823
+26,524
| +4% | +$893K | 0.06% | 584 |
|
|
2014
Q3 | $21.6M | Sell |
695,299
-127,179
| -15% | -$3.94M | 0.05% | 616 |
|
|
2014
Q2 | $27.6M | Sell |
822,478
-25,438
| -3% | -$853K | 0.07% | 511 |
|
|
2014
Q1 | $25.6M | Sell |
847,916
-91,998
| -10% | -$2.78M | 0.07% | 483 |
|
|
2013
Q4 | $27.3M | Sell |
939,914
-44,815
| -5% | -$1.3M | 0.08% | 384 |
|
|
2013
Q3 | $26.3M | Buy |
984,729
+14,076
| +1% | +$375K | 0.09% | 284 |
|
|
2013
Q2 | $26.9M | Buy |
+970,653
| New | +$26.9M | 0.11% | 202 |
|