Charles Schwab’s The Shyft Group SHYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-478,743
| Closed | -$6M | – | 3530 |
|
|
2025
Q2 | $6M | Buy |
478,743
+115,274
| +32% | +$1.13M | ﹤0.01% | 2255 |
|
|
2025
Q1 | $2.94M | Buy |
363,469
+5,202
| +1% | +$55.8K | ﹤0.01% | 2491 |
|
|
2024
Q4 | $4.21M | Sell |
358,267
-86,546
| -19% | -$1.11M | ﹤0.01% | 2411 |
|
|
2024
Q3 | $5.58M | Sell |
444,813
-85,992
| -16% | -$1.11M | ﹤0.01% | 2312 |
|
|
2024
Q2 | $6.3M | Sell |
530,805
-72,376
| -12% | -$870K | ﹤0.01% | 2253 |
|
|
2024
Q1 | $7.49M | Buy |
603,181
+88,964
| +17% | +$992K | ﹤0.01% | 2128 |
|
|
2023
Q4 | $6.28M | Buy |
514,217
+69,264
| +16% | +$846K | ﹤0.01% | 2209 |
|
|
2023
Q3 | $6.66M | Buy |
444,953
+49,649
| +13% | +$837K | ﹤0.01% | 2120 |
|
|
2023
Q2 | $8.72M | Buy |
395,304
+9,629
| +2% | +$226K | ﹤0.01% | 1969 |
|
|
2023
Q1 | $8.77M | Buy |
385,675
+21,270
| +6% | +$597K | ﹤0.01% | 1935 |
|
|
2022
Q4 | $9.06M | Buy |
364,405
+36,639
| +11% | +$853K | ﹤0.01% | 1915 |
|
|
2022
Q3 | $6.7M | Buy |
327,766
+41,320
| +14% | +$964K | ﹤0.01% | 2061 |
|
|
2022
Q2 | $5.33M | Sell |
286,446
-11,827
| -4% | -$290K | ﹤0.01% | 2163 |
|
|
2022
Q1 | $10.8M | Buy |
298,273
+21,029
| +8% | +$894K | ﹤0.01% | 1916 |
|
|
2021
Q4 | $13.6M | Buy |
277,244
+4,548
| +2% | +$208K | ﹤0.01% | 1833 |
|
|
2021
Q3 | $10.4M | Sell |
272,696
-10,114
| -4% | -$410K | ﹤0.01% | 1989 |
|
|
2021
Q2 | $10.6M | Buy |
282,810
+1,959
| +0.7% | +$73.9K | ﹤0.01% | 1965 |
|
|
2021
Q1 | $10.4M | Buy |
280,851
+62,437
| +29% | +$2.09M | ﹤0.01% | 1940 |
|
|
2020
Q4 | $6.2M | Buy |
218,414
+3,869
| +2% | +$92.7K | ﹤0.01% | 2115 |
|
|
2020
Q3 | $4.05M | Buy |
214,545
+65,366
| +44% | +$1.22M | ﹤0.01% | 2177 |
|
|
2020
Q2 | $2.51M | Buy |
149,179
+62,199
| +72% | +$940K | ﹤0.01% | 2339 |
|
|
2020
Q1 | $1.12M | Buy |
86,980
+6,045
| +7% | +$95.6K | ﹤0.01% | 2459 |
|
|
2019
Q4 | $1.46M | Buy |
80,935
+223
| +0.3% | +$3.72K | ﹤0.01% | 2493 |
|
|
2019
Q3 | $1.11M | Buy |
80,712
+677
| +0.8% | +$8.25K | ﹤0.01% | 2540 |
|
|
2019
Q2 | $878K | Hold |
80,035
| – | – | ﹤0.01% | 2617 |
|
|
2019
Q1 | $707K | Buy |
80,035
+5,590
| +8% | +$47.7K | ﹤0.01% | 2655 |
|
|
2018
Q4 | $539K | Hold |
74,445
| – | – | ﹤0.01% | 2738 |
|
|
2018
Q3 | $1.1M | Sell |
74,445
-25,165
| -25% | -$376K | ﹤0.01% | 2593 |
|
|
2018
Q2 | $1.5M | Buy |
99,610
+30,765
| +45% | +$498K | ﹤0.01% | 2457 |
|
|
2018
Q1 | $1.19M | Hold |
68,845
| – | – | ﹤0.01% | 2474 |
|
|
2017
Q4 | $1.08M | Buy |
68,845
+18,945
| +38% | +$288K | ﹤0.01% | 2485 |
|
|
2017
Q3 | $552K | Hold |
49,900
| – | – | ﹤0.01% | 2691 |
|
|
2017
Q2 | $442K | Sell |
49,900
-1,900
| -4% | -$16.1K | ﹤0.01% | 2732 |
|
|
2017
Q1 | $415K | Hold |
51,800
| – | – | ﹤0.01% | 2709 |
|
|
2016
Q4 | $480K | Hold |
51,800
| – | – | ﹤0.01% | 2667 |
|
|
2016
Q3 | $497K | Hold |
51,800
| – | – | ﹤0.01% | 2615 |
|
|
2016
Q2 | $325K | Buy |
+51,800
| New | +$288K | ﹤0.01% | 2754 |
|
|
2015
Q2 | – | Sell |
-44,700
| Closed | -$217K | – | 3119 |
|
|
2015
Q1 | $217K | Hold |
44,700
| – | – | ﹤0.01% | 2930 |
|
|
2014
Q4 | $236K | Hold |
44,700
| – | – | ﹤0.01% | 2934 |
|
|
2014
Q3 | $209K | Hold |
44,700
| – | – | ﹤0.01% | 2936 |
|
|
2014
Q2 | $203K | Hold |
44,700
| – | – | ﹤0.01% | 2994 |
|
|
2014
Q1 | $230K | Hold |
44,700
| – | – | ﹤0.01% | 2907 |
|
|
2013
Q4 | $300K | Hold |
44,700
| – | – | ﹤0.01% | 2805 |
|
|
2013
Q3 | $281K | Hold |
44,700
| – | – | ﹤0.01% | 2783 |
|
|
2013
Q2 | $277K | Buy |
+44,700
| New | +$251K | ﹤0.01% | 2758 |
|
