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EWA
EverSource Wealth Advisors’s
Sally Beauty Holdings
SBH
Stock Holding History
EverSource Wealth Advisors’s Portfolio
SBH Stock Details
SBH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$26.2K
Buy
1,889
+701
+59%
+$10.7K
﹤0.01%
2332
2025
Q4
$16.9K
Sell
1,188
-267
-18%
-$4.02K
﹤0.01%
2495
2025
Q3
$23.7K
Sell
1,455
-81
-5%
-$1.02K
﹤0.01%
2245
2025
Q2
$14.2K
Buy
1,536
+1,087
+242%
+$9.37K
﹤0.01%
2568
2025
Q1
$4.05K
Buy
449
+21
+5%
+$207
﹤0.01%
2595
2024
Q4
$4.47K
Sell
428
-259
-38%
-$3.31K
﹤0.01%
2400
2024
Q3
$9.32K
Hold
687
–
–
﹤0.01%
1906
2024
Q2
$7.87K
Buy
687
+193
+39%
+$2.12K
﹤0.01%
1999
2024
Q1
$5.36K
Hold
494
–
–
﹤0.01%
2022
2023
Q4
$6.56K
Buy
494
+385
+353%
+$3.73K
﹤0.01%
1746
2023
Q3
$913
Sell
109
-421
-79%
-$4.47K
﹤0.01%
2267
2023
Q2
$6.55K
Buy
+530
New
+$6.72K
﹤0.01%
1617
2022
Q4
–
Sell
-116
Closed
-$1K
–
2415
2022
Q3
$1K
Sell
116
-187
-62%
-$2.6K
﹤0.01%
1883
2022
Q2
$4K
Sell
303
-439
-59%
-$6.38K
﹤0.01%
1343
2022
Q1
$12K
Hold
742
–
–
﹤0.01%
917
2021
Q4
$13K
Buy
+742
New
+$13.5K
﹤0.01%
865
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VCM
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$46.4B AUM
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1-Year Est. Return
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$295B AUM
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1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
WA
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$15.3B AUM
25.06%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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