Heritage Wealth Advisors’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-14
| Closed | – | – | 705 |
|
|
2025
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 624 |
|
|
2025
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 603 |
|
|
2025
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 601 |
|
|
2025
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 657 |
|
|
2024
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 648 |
|
|
2024
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 632 |
|
|
2024
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 544 |
|
|
2024
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 584 |
|
|
2023
Q4 | $1 | Hold |
14
| – | – | ﹤0.01% | 560 |
|
|
2023
Q3 | $22 | Hold |
14
| – | – | ﹤0.01% | 515 |
|
|
2023
Q2 | $30 | Hold |
14
| – | – | ﹤0.01% | 555 |
|
|
2023
Q1 | $16 | Sell |
14
-254
| -95% | -$517 | ﹤0.01% | 571 |
|
|
2022
Q4 | $399 | Buy |
+268
| New | +$1.02K | ﹤0.01% | 537 |
|