Sowell Financial Services’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+446
| New | +$209K | 0.01% | 950 |
|
|
2023
Q2 | – | Sell |
-372
| Closed | -$203K | – | 815 |
|
|
2023
Q1 | $203K | Buy |
+372
| New | +$203K | 0.02% | 687 |
|
|
2021
Q2 | – | Sell |
-1,637
| Closed | -$519K | – | 2596 |
|
|
2021
Q1 | $519K | Buy |
1,637
+432
| +36% | +$137K | 0.02% | 628 |
|
|
2020
Q4 | $346K | Sell |
1,205
-784
| -39% | -$225K | 0.01% | 640 |
|
|
2020
Q3 | $445K | Sell |
1,989
-341
| -15% | -$76.3K | 0.02% | 496 |
|
|
2020
Q2 | $474K | Sell |
2,330
-2,214
| -49% | -$450K | 0.03% | 473 |
|
|
2020
Q1 | $798K | Buy |
4,544
+2,796
| +160% | +$491K | 0.06% | 285 |
|
|
2019
Q4 | $442K | Buy |
1,748
+1,306
| +295% | +$330K | 0.03% | 485 |
|
|
2019
Q3 | $111K | Buy |
+442
| New | +$111K | 0.01% | 795 |
|