ACA
Affinity Capital Advisors’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
5,500
| – | – | 0.05% | 129 |
|
|
2025
Q1 | $325K | Sell |
5,500
-55
| -1% | -$3.25K | 0.06% | 115 |
|
|
2024
Q4 | $298K | Hold |
5,555
| – | – | 0.06% | 118 |
|
|
2024
Q3 | $353K | Buy |
5,555
+500
| +10% | +$31.8K | 0.07% | 112 |
|
|
2024
Q2 | $274K | Hold |
5,055
| – | – | 0.06% | 124 |
|
|
2024
Q1 | $248K | Hold |
5,055
| – | – | 0.06% | 132 |
|
|
2023
Q4 | $245K | Buy |
5,055
+55
| +1% | +$2.66K | 0.06% | 120 |
|
|
2023
Q3 | $215K | Buy |
+5,000
| New | +$215K | 0.06% | 122 |
|
|
2022
Q4 | – | Sell |
-5,000
| Closed | -$213K | – | 112 |
|
|
2022
Q3 | $213K | Buy |
+5,000
| New | +$213K | 0.07% | 95 |
|