EverSource Wealth Advisors’s The Shyft Group SHYF Stock Holding History

EverSource Wealth Advisors’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	-356	Closed	-$4.46K	–	4456
2025 Q2	$4.46K	Buy	356 +354	+17,700%	+$3.47K	﹤0.01%	3208
2025 Q1	$16	Sell	2 -6	-75%	-$64	﹤0.01%	3977
2024 Q4	$93	Buy	8 +6	+300%	+$77	﹤0.01%	3560
2024 Q3	$25	Hold	2	–	–	﹤0.01%	3025
2024 Q2	$34	Hold	2	–	–	﹤0.01%	3041
2024 Q1	$22	Hold	2	–	–	﹤0.01%	2880
2023 Q4	$24	Hold	2	–	–	﹤0.01%	2621
2023 Q3	$30	Hold	2	–	–	﹤0.01%	2479
2023 Q2	$44	Hold	2	–	–	﹤0.01%	2462
2023 Q1	$46	Buy	+2	New	+$56	﹤0.01%	2352

Other funds holding SHYF

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

EverSource Wealth Advisors's SHYF Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of The Shyft Group (SHYF) in Q3 2025, closing a stake of 356 shares — an estimated $4.46K sold.

EverSource Wealth Advisors first reported a position in SHYF in Q1 2023 and held it in 10 quarters. The position peaked at $4.46K in Q2 2025. 2 funds tracked by Wall St. Rank hold SHYF as of Q3 2025.

EverSource Wealth Advisors reported no remaining The Shyft Group position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 356 The Shyft Group shares in Q3 2025, an estimated $4.46K.
EverSource Wealth Advisors first reported a position in The Shyft Group in Q1 2023 and held it in 10 quarters.
EverSource Wealth Advisors's The Shyft Group position peaked at $4.46K in Q2 2025.
2 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.