Sowell Financial Services’s Ulta Beauty ULTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$671K	Buy	1,283 +141	+12%	+$89.7K	0.02%	549
2025 Q4	$691K	Buy	1,142 +33	+3%	+$18.1K	0.03%	546
2025 Q3	$606K	Buy	1,109 +663	+149%	+$340K	0.02%	584
2025 Q2	$209K	Buy	+446	New	+$184K	0.01%	950
2023 Q2	–	Sell	-372	Closed	-$203K	–	815
2023 Q1	$203K	Buy	+372	New	+$191K	0.02%	687
2021 Q2	–	Sell	-1,637	Closed	-$519K	–	2595
2021 Q1	$519K	Buy	1,637 +432	+36%	+$134K	0.02%	628
2020 Q4	$346K	Sell	1,205 -784	-39%	-$198K	0.01%	640
2020 Q3	$445K	Sell	1,989 -341	-15%	-$73.4K	0.02%	496
2020 Q2	$474K	Sell	2,330 -2,214	-49%	-$476K	0.03%	473
2020 Q1	$798K	Buy	4,544 +2,796	+160%	+$697K	0.06%	285
2019 Q4	$442K	Buy	1,748 +1,306	+295%	+$319K	0.03%	485
2019 Q3	$111K	Buy	+442	New	+$136K	0.01%	795