Hennion & Walsh Asset Management’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 |
+13,125
| New | +$122K | ﹤0.01% | 906 |
|
2023
Q2 | – | Sell |
-13,965
| Closed | -$218K | – | 840 |
|
2023
Q1 | $218K | Sell |
13,965
-461
| -3% | -$7.2K | 0.01% | 722 |
|
2022
Q4 | $181K | Sell |
14,426
-15,537
| -52% | -$195K | 0.01% | 738 |
|
2022
Q3 | $378K | Sell |
29,963
-1,336
| -4% | -$16.9K | 0.02% | 545 |
|
2022
Q2 | $373K | Sell |
31,299
-642
| -2% | -$7.65K | 0.02% | 560 |
|
2022
Q1 | $499K | Sell |
31,941
-2,036
| -6% | -$31.8K | 0.03% | 513 |
|
2021
Q4 | $627K | Buy |
33,977
+424
| +1% | +$7.82K | 0.03% | 485 |
|
2021
Q3 | $565K | Buy |
33,553
+3,262
| +11% | +$54.9K | 0.03% | 484 |
|
2021
Q2 | $669K | Buy |
30,291
+17,304
| +133% | +$382K | 0.04% | 455 |
|
2021
Q1 | $261K | Buy |
+12,987
| New | +$261K | 0.02% | 627 |
|