SHF
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Safe Harbor Fiduciary’s Dow Inc DOW Stock Holding History

Safe Harbor Fiduciary’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$535K Buy
20,211
+6,563
+48% +$174K 0.5% 41
2025
Q1 		$477K Sell
13,648
-50
-0.4% -$1.75K 0.49% 44
2024
Q4 		$550K Buy
13,698
+352
+3% +$14.1K 0.56% 34
2024
Q3 		$729K Buy
+13,346
New +$729K 0.68% 30