Safe Harbor Fiduciary’s Healthcare Realty HR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Buy
28,782
+4,569
+19% +$72.5K 0.43% 49
2025
Q1
$409K Sell
24,213
-152
-0.6% -$2.57K 0.42% 54
2024
Q4
$413K Buy
24,365
+975
+4% +$16.5K 0.42% 52
2024
Q3
$425K Buy
+23,390
New +$425K 0.4% 54