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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$18K Sell
1,410
-362
-20% -$4.62K ﹤0.01% 3979
2025
Q1
$14K Sell
1,772
-3,184
-64% -$25.2K ﹤0.01% 3922
2024
Q4
$58K Sell
4,956
-353
-7% -$4.13K ﹤0.01% 2694
2024
Q3
$67K Buy
5,309
+578
+12% +$7.29K ﹤0.01% 2466
2024
Q2
$56K Buy
4,731
+3,420
+261% +$40.5K ﹤0.01% 2403
2024
Q1
$16K Buy
1,311
+650
+98% +$7.93K ﹤0.01% 3053
2023
Q4
$8K Sell
661
-120
-15% -$1.45K ﹤0.01% 3302
2023
Q3
$12K Buy
781
+442
+130% +$6.79K ﹤0.01% 3053
2023
Q2
$7K Buy
339
+25
+8% +$516 ﹤0.01% 3299
2023
Q1
$7K Sell
314
-12
-4% -$268 ﹤0.01% 3159
2022
Q4
$8K Hold
326
﹤0.01% 2954
2022
Q3
$7K Buy
326
+225
+223% +$4.83K ﹤0.01% 2916
2022
Q2
$2K Buy
+101
New +$2K ﹤0.01% 3392