Creative Planning’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 | $360K | Sell |
38,834
-9,338
| -19% | -$86.5K | ﹤0.01% | 2740 |
|
|
2025
Q1 | $435K | Buy |
48,172
+7,935
| +20% | +$71.7K | ﹤0.01% | 2414 |
|
|
2024
Q4 | $420K | Buy |
40,237
+2,191
| +6% | +$22.9K | ﹤0.01% | 2382 |
|
|
2024
Q3 | $516K | Buy |
38,046
+3,349
| +10% | +$45.4K | ﹤0.01% | 2080 |
|
|
2024
Q2 | $372K | Buy |
34,697
+3,341
| +11% | +$35.8K | ﹤0.01% | 2177 |
|
|
2024
Q1 | $389K | Buy |
31,356
+612
| +2% | +$7.6K | ﹤0.01% | 2035 |
|
|
2023
Q4 | $408K | Buy |
+30,744
| New | +$408K | ﹤0.01% | 1844 |
|
|
2019
Q1 | – | Sell |
-10,218
| Closed | -$174K | – | 1906 |
|
|
2018
Q4 | $174K | Sell |
10,218
-40
| -0.4% | -$681 | ﹤0.01% | 1528 |
|
|
2018
Q3 | $189K | Buy |
10,258
+40
| +0.4% | +$737 | ﹤0.01% | 1677 |
|
|
2018
Q2 | $164K | Sell |
10,218
-1,246
| -11% | -$20K | ﹤0.01% | 1669 |
|
|
2018
Q1 | $189K | Buy |
11,464
+584
| +5% | +$9.63K | ﹤0.01% | 1616 |
|
|
2017
Q4 | $204K | Sell |
10,880
-1,461
| -12% | -$27.4K | ﹤0.01% | 1586 |
|
|
2017
Q3 | $242K | Buy |
12,341
+1,382
| +13% | +$27.1K | ﹤0.01% | 1454 |
|
|
2017
Q2 | $222K | Buy |
10,959
+773
| +8% | +$15.7K | ﹤0.01% | 1450 |
|
|
2017
Q1 | $208K | Sell |
10,186
-511
| -5% | -$10.4K | ﹤0.01% | 1455 |
|
|
2016
Q4 | $283K | Buy |
10,697
+233
| +2% | +$6.16K | ﹤0.01% | 1213 |
|
|
2016
Q3 | $269K | Sell |
10,464
-362
| -3% | -$9.31K | ﹤0.01% | 1229 |
|
|
2016
Q2 | $318K | Buy |
10,826
+640
| +6% | +$18.8K | ﹤0.01% | 1003 |
|
|
2016
Q1 | $330K | Hold |
10,186
| – | – | ﹤0.01% | 939 |
|
|
2015
Q4 | $284K | Buy |
10,186
+10,000
| +5,376% | +$279K | ﹤0.01% | 1012 |
|
|
2015
Q3 | $4K | Buy |
+186
| New | +$4K | ﹤0.01% | 3672 |
|
|
2015
Q1 | – | Sell |
-694
| Closed | -$21K | – | 4204 |
|
|
2014
Q4 | $21K | Buy |
694
+621
| +851% | +$18.8K | ﹤0.01% | 2589 |
|
|
2014
Q3 | $2K | Sell |
73
-104
| -59% | -$2.85K | ﹤0.01% | 3588 |
|
|
2014
Q2 | $4K | Buy |
+177
| New | +$4K | ﹤0.01% | 3230 |
|
|
2013
Q4 | – | Sell |
-800
| Closed | -$21K | – | 3450 |
|
|
2013
Q3 | $21K | Buy |
+800
| New | +$21K | ﹤0.01% | 2073 |
|