Harbor Investment Advisory’s Service Properties Trust SVC Stock Holding History

Harbor Investment Advisory’s Portfolio SVC Stock Details SVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-200	Closed	-$1.35K	–	1372
2026 Q1	$1.35K	Hold	200	–	–	﹤0.01%	1136
2025 Q4	$1.84K	Hold	200	–	–	﹤0.01%	1138
2025 Q3	$2.71K	Sell	200 -600	-75%	-$8.13K	﹤0.01%	1075
2025 Q2	$9.56K	Hold	800	–	–	﹤0.01%	893
2025 Q1	$10.4K	Hold	800	–	–	﹤0.01%	865
2024 Q4	$10.2K	Hold	800	–	–	﹤0.01%	870
2024 Q3	$18.2K	Hold	800	–	–	﹤0.01%	763
2024 Q2	$20.6K	Sell	800 -55	-6%	-$1.58K	﹤0.01%	738
2024 Q1	$29K	Buy	855 +55	+7%	+$2.04K	﹤0.01%	681
2023 Q4	$34.2K	Hold	800	–	–	﹤0.01%	632
2023 Q3	$30.8K	Hold	800	–	–	﹤0.01%	620
2023 Q2	$34.8K	Hold	800	–	–	﹤0.01%	797
2023 Q1	$39.8K	Hold	800	–	–	0.01%	767
2022 Q4	$29.2K	Hold	800	–	–	﹤0.01%	826
2022 Q3	$21K	Hold	800	–	–	﹤0.01%	900
2022 Q2	$21K	Buy	800 +200	+33%	+$6.9K	﹤0.01%	899
2022 Q1	$26K	Hold	600	–	–	﹤0.01%	896
2021 Q4	$26K	Hold	600	–	–	﹤0.01%	894
2021 Q3	$34K	Hold	600	–	–	﹤0.01%	842
2021 Q2	$38K	Hold	600	–	–	0.01%	775
2021 Q1	$36K	Sell	600 -9	-1%	-$541	0.01%	763
2020 Q4	$35K	Sell	609 -9	-1%	-$457	0.01%	720
2020 Q3	$25K	Hold	618	–	–	﹤0.01%	683
2020 Q2	$22K	Hold	618	–	–	﹤0.01%	611
2020 Q1	$17K	Hold	618	–	–	﹤0.01%	611
2019 Q4	$75K	Buy	+618	New	+$75.3K	0.02%	361

Other funds holding SVC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Harbor Investment Advisory's SVC Position: Q2 2026 in Review

Harbor Investment Advisory sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 200 shares — an estimated $1.35K sold.

Harbor Investment Advisory first reported a position in SVC in Q4 2019 and held it in 26 quarters. The position peaked at $75K in Q4 2019. 10 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

Harbor Investment Advisory reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
Harbor Investment Advisory sold 200 Service Properties Trust shares in Q2 2026, an estimated $1.35K.
Harbor Investment Advisory first reported a position in Service Properties Trust in Q4 2019 and held it in 26 quarters.
Harbor Investment Advisory's Service Properties Trust position peaked at $75K in Q4 2019.
10 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.