Heritage Wealth Advisors’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Heritage Wealth Advisors’s Portfolio SFT Stock Details SFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$0	Buy	+14	New	–	﹤0.01%	741
2026 Q1	–	Sell	-14	Closed	–	–	704
2025 Q4	$0	Hold	14	–	–	﹤0.01%	622
2025 Q3	$0	Hold	14	–	–	﹤0.01%	601
2025 Q2	$0	Hold	14	–	–	﹤0.01%	600
2025 Q1	$0	Hold	14	–	–	﹤0.01%	656
2024 Q4	$0	Hold	14	–	–	﹤0.01%	647
2024 Q3	$0	Hold	14	–	–	﹤0.01%	631
2024 Q2	$0	Hold	14	–	–	﹤0.01%	544
2024 Q1	$0	Hold	14	–	–	﹤0.01%	578
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

Heritage Wealth Advisors's SFT Position: Q2 2026 in Review

Heritage Wealth Advisors opened a new position in Shift Technologies, Inc. Class A Common Stock (SFT) in Q2 2026: 14 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in SFT as recently as Q4 2025.

Heritage Wealth Advisors first reported a position in SFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $399 in Q4 2022. 2 funds tracked by Wall St. Rank hold SFT as of Q2 2026.

Heritage Wealth Advisors held 14 shares of Shift Technologies, Inc. Class A Common Stock worth $0 as of Q2 2026.
Shift Technologies, Inc. Class A Common Stock was a new Heritage Wealth Advisors position in Q2 2026.
Shift Technologies, Inc. Class A Common Stock made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #741 holding.
Heritage Wealth Advisors first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2022 and has held it in 14 quarters since.
Heritage Wealth Advisors's Shift Technologies, Inc. Class A Common Stock position peaked at $399 in Q4 2022.
2 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.