Mark Sheptoff Financial Planning’s Sally Beauty Holdings SBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$4.19K | – | 407 |
|
|
2023
Q3 | $4.19K | Hold |
500
| – | – | ﹤0.01% | 311 |
|
|
2023
Q2 | $6.17K | Hold |
500
| – | – | ﹤0.01% | 304 |
|
|
2023
Q1 | $7.79K | Hold |
500
| – | – | ﹤0.01% | 279 |
|
|
2022
Q4 | $6.26K | Hold |
500
| – | – | ﹤0.01% | 298 |
|
|
2022
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 285 |
|
|
2022
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 295 |
|
|
2022
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 321 |
|
|
2021
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 327 |
|
|
2021
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 322 |
|
|
2021
Q2 | $11K | Hold |
500
| – | – | 0.01% | 320 |
|
|
2021
Q1 | $10K | Hold |
500
| – | – | 0.01% | 289 |
|
|
2020
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 291 |
|
|
2020
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 279 |
|
|
2020
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 290 |
|
|
2020
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 287 |
|
|
2019
Q4 | $9K | Hold |
500
| – | – | 0.01% | 290 |
|
|
2019
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 291 |
|
|
2019
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 281 |
|
|
2019
Q1 | $9K | Hold |
500
| – | – | 0.01% | 274 |
|
|
2018
Q4 | $9K | Hold |
500
| – | – | 0.01% | 249 |
|
|
2018
Q3 | $9K | Hold |
500
| – | – | 0.01% | 297 |
|
|
2018
Q2 | $8K | Hold |
500
| – | – | 0.01% | 297 |
|
|
2018
Q1 | $8K | Sell |
500
-1,000
| -67% | -$17.1K | 0.01% | 310 |
|
|
2017
Q4 | $28K | Hold |
1,500
| – | – | 0.02% | 216 |
|
|
2017
Q3 | $29K | Hold |
1,500
| – | – | 0.02% | 213 |
|
|
2017
Q2 | $30K | Sell |
1,500
-1
| -0.1% | -$19 | 0.02% | 207 |
|
|
2017
Q1 | $31K | Buy |
1,501
+1
| +0.1% | +$23 | 0.02% | 205 |
|
|
2016
Q4 | $40K | Hold |
1,500
| – | – | 0.03% | 188 |
|
|
2016
Q3 | $39K | Hold |
1,500
| – | – | 0.03% | 183 |
|
|
2016
Q2 | $44K | Hold |
1,500
| – | – | 0.03% | 164 |
|
|
2016
Q1 | $49K | Buy |
1,500
+400
| +36% | +$11.9K | 0.04% | 154 |
|
|
2015
Q4 | $31K | Hold |
1,100
| – | – | 0.03% | 195 |
|
|
2015
Q3 | $26K | Hold |
1,100
| – | – | 0.02% | 198 |
|
|
2015
Q2 | $35K | Sell |
1,100
-100
| -8% | -$3.17K | 0.03% | 191 |
|
|
2015
Q1 | $41K | Buy |
1,200
+100
| +9% | +$3.23K | 0.03% | 180 |
|
|
2014
Q4 | $34K | Hold |
1,100
| – | – | 0.03% | 192 |
|
|
2014
Q3 | $30K | Sell |
1,100
-700
| -39% | -$18.6K | 0.03% | 199 |
|
|
2014
Q2 | $45K | Hold |
1,800
| – | – | 0.04% | 182 |
|
|
2014
Q1 | $49K | Buy |
+1,800
| New | +$51.3K | 0.04% | 182 |
|
Other funds holding SBH
ACH
JAM
CIP
WA
Mark Sheptoff Financial Planning's SBH Position: Q4 2023 in Review
Mark Sheptoff Financial Planning sold out of Sally Beauty Holdings (SBH) in Q4 2023, closing a stake of 500 shares — an estimated $4.19K sold.
Mark Sheptoff Financial Planning first reported a position in SBH in Q1 2014 and held it in 39 quarters. The position peaked at $49K in Q1 2016. 205 funds tracked by Wall St. Rank hold SBH as of Q4 2023.
- Mark Sheptoff Financial Planning reported no remaining Sally Beauty Holdings position as of Q4 2023 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 500 Sally Beauty Holdings shares in Q4 2023, an estimated $4.19K.
- Mark Sheptoff Financial Planning first reported a position in Sally Beauty Holdings in Q1 2014 and held it in 39 quarters.
- Mark Sheptoff Financial Planning's Sally Beauty Holdings position peaked at $49K in Q1 2016.
- 205 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2023.
Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2023, filed 9 Feb 2024.