Ballentine Partners’s Sally Beauty Holdings SBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,399
| Closed | -$112K | – | 1054 |
|
|
2025
Q1 | $112K | Buy |
12,399
+286
| +2% | +$2.58K | ﹤0.01% | 852 |
|
|
2024
Q4 | $127K | Buy |
12,113
+758
| +7% | +$7.92K | ﹤0.01% | 821 |
|
|
2024
Q3 | $154K | Sell |
11,355
-90
| -0.8% | -$1.22K | ﹤0.01% | 774 |
|
|
2024
Q2 | $123K | Sell |
11,445
-271
| -2% | -$2.91K | ﹤0.01% | 718 |
|
|
2024
Q1 | $146K | Hold |
11,716
| – | – | ﹤0.01% | 695 |
|
|
2023
Q4 | $156K | Buy |
11,716
+1,043
| +10% | +$13.9K | ﹤0.01% | 636 |
|
|
2023
Q3 | $89.4K | Buy |
+10,673
| New | +$89.4K | ﹤0.01% | 583 |
|