Carson Wealth (CWM LLC)
SHYF

Carson Wealth (CWM LLC)’s The Shyft Group SHYF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SHYF Stock Details SHYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,410
Closed -$18K – 5509
2025
Q2 		$18K Sell
1,410
-362
-20% -$3.55K ﹤0.01% 3982
2025
Q1 		$14K Sell
1,772
-3,184
-64% -$34.2K ﹤0.01% 3926
2024
Q4 		$58K Sell
4,956
-353
-7% -$4.55K ﹤0.01% 2696
2024
Q3 		$67K Buy
5,309
+578
+12% +$7.44K ﹤0.01% 2468
2024
Q2 		$56K Buy
4,731
+3,420
+261% +$41.1K ﹤0.01% 2405
2024
Q1 		$16K Buy
1,311
+650
+98% +$7.25K ﹤0.01% 3055
2023
Q4 		$8K Sell
661
-120
-15% -$1.47K ﹤0.01% 3305
2023
Q3 		$12K Buy
781
+442
+130% +$7.45K ﹤0.01% 3055
2023
Q2 		$7K Buy
339
+25
+8% +$587 ﹤0.01% 3303
2023
Q1 		$7K Sell
314
-12
-4% -$337 ﹤0.01% 3162
2022
Q4 		$8K Hold
326
– – ﹤0.01% 2957
2022
Q3 		$7K Buy
326
+225
+223% +$5.25K ﹤0.01% 2919
2022
Q2 		$2K Buy
+101
New +$2.48K ﹤0.01% 3402

Other funds holding SHYF

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SHYF Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of The Shyft Group (SHYF) in Q3 2025, closing a stake of 1,410 shares — an estimated $18K sold.

Carson Wealth (CWM LLC) first reported a position in SHYF in Q2 2022 and held it in 13 quarters. The position peaked at $67K in Q3 2024. 2 funds tracked by Wall St. Rank hold SHYF as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining The Shyft Group position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,410 The Shyft Group shares in Q3 2025, an estimated $18K.
  • Carson Wealth (CWM LLC) first reported a position in The Shyft Group in Q2 2022 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s The Shyft Group position peaked at $67K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.