Allworth Financial’s Sally Beauty Holdings SBH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.56K	Buy	+474	New	+$7.23K	﹤0.01%	3790
2025 Q4	–	Sell	-559	Closed	-$9.11K	–	5257
2025 Q3	$9.11K	Buy	559 +21	+4%	+$264	﹤0.01%	3202
2025 Q2	$4.98K	Buy	538 +81	+18%	+$698	﹤0.01%	3259
2025 Q1	$3.65K	Buy	457 +375	+457%	+$3.69K	﹤0.01%	2941
2024 Q4	$912	Hold	82	–	–	﹤0.01%	3427
2024 Q3	$1.11K	Buy	82 +18	+28%	+$214	﹤0.01%	3183
2024 Q2	$717	Hold	64	–	–	﹤0.01%	3273
2024 Q1	$795	Hold	64	–	–	﹤0.01%	3151
2023 Q4	$850	Sell	64 -2	-3%	-$19	﹤0.01%	3000
2023 Q3	$554	Buy	+66	New	+$701	﹤0.01%	3019
2022 Q4	–	Sell	-22	Closed	–	–	3172
2022 Q3	$0	Buy	+22	New	+$305	﹤0.01%	3056
2020 Q2	–	Sell	-432	Closed	-$3K	–	1344
2020 Q1	$3K	Buy	+432	New	+$5.74K	﹤0.01%	1003