Mark Sheptoff Financial Planning’s Sally Beauty Holdings SBH Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SBH Stock Details SBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$4.19K	–	407
2023 Q3	$4.19K	Hold	500	–	–	﹤0.01%	311
2023 Q2	$6.18K	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%	-$16K	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%	-$20	0.02%	207
2017 Q1	$31K	Buy	1,501 +1	+0.1%	+$21	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%	+$13.1K	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%	-$3.18K	0.03%	191
2015 Q1	$41K	Buy	1,200 +100	+9%	+$3.42K	0.03%	180
2014 Q4	$34K	Hold	1,100	–	–	0.03%	192
2014 Q3	$30K	Sell	1,100 -700	-39%	-$19.1K	0.03%	199
2014 Q2	$45K	Hold	1,800	–	–	0.04%	182
2014 Q1	$49K	Buy	+1,800	New	+$49K	0.04%	182