Carson Wealth (CWM LLC)’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 | $122K | Buy |
13,188
+4,239
| +47% | +$39.2K | ﹤0.01% | 2556 |
|
|
2025
Q1 | $81K | Buy |
8,949
+4,948
| +124% | +$44.8K | ﹤0.01% | 2597 |
|
|
2024
Q4 | $42K | Sell |
4,001
-33
| -0.8% | -$346 | ﹤0.01% | 2933 |
|
|
2024
Q3 | $55K | Buy |
4,034
+381
| +10% | +$5.2K | ﹤0.01% | 2619 |
|
|
2024
Q2 | $39K | Buy |
3,653
+936
| +34% | +$9.99K | ﹤0.01% | 2642 |
|
|
2024
Q1 | $34K | Buy |
2,717
+17
| +0.6% | +$213 | ﹤0.01% | 2558 |
|
|
2023
Q4 | $36K | Buy |
2,700
+1,401
| +108% | +$18.7K | ﹤0.01% | 2378 |
|
|
2023
Q3 | $11K | Buy |
1,299
+1,227
| +1,704% | +$10.4K | ﹤0.01% | 3090 |
|
|
2023
Q2 | $1K | Sell |
72
-941
| -93% | -$13.1K | ﹤0.01% | 4046 |
|
|
2023
Q1 | $16K | Buy |
1,013
+38
| +4% | +$600 | ﹤0.01% | 2663 |
|
|
2022
Q4 | $12K | Sell |
975
-323
| -25% | -$3.98K | ﹤0.01% | 2710 |
|
|
2022
Q3 | $16K | Buy |
1,298
+400
| +45% | +$4.93K | ﹤0.01% | 2389 |
|
|
2022
Q2 | $11K | Buy |
898
+848
| +1,696% | +$10.4K | ﹤0.01% | 2528 |
|
|
2022
Q1 | $1K | Sell |
50
-142
| -74% | -$2.84K | ﹤0.01% | 3384 |
|
|
2021
Q4 | $4K | Buy |
+192
| New | +$4K | ﹤0.01% | 2869 |
|
|
2019
Q1 | – | Sell |
-124
| Closed | -$2K | – | 3203 |
|
|
2018
Q4 | $2K | Buy |
124
+55
| +80% | +$887 | ﹤0.01% | 1787 |
|
|
2018
Q3 | $1K | Buy |
+69
| New | +$1K | ﹤0.01% | 1735 |
|
|
2014
Q1 | – | Sell |
-467
| Closed | -$14K | – | 388 |
|
|
2013
Q4 | $14K | Hold |
467
| – | – | ﹤0.01% | 378 |
|
|
2013
Q3 | $12K | Buy |
+467
| New | +$12K | ﹤0.01% | 310 |
|