Affinity Capital Advisors’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$240K Sell
2025
Q2
$302K Hold
2025
Q1
$325K Sell
2024
Q4
$298K Hold
2024
Q3
$353K Buy
2024
Q2
$274K Hold
2024
Q1
$248K Hold
2023
Q4
$245K Buy
2023
Q3
$215K Buy
2022
Q4
Sell
2022
Q3
$213K Buy