Allworth Financial’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3K | Buy |
408
+364
| +827% | +$19.9K | ﹤0.01% | 2443 |
|
|
2025
Q1 | $2.14K | Buy |
44
+21
| +91% | +$1.02K | ﹤0.01% | 3181 |
|
|
2024
Q4 | $1.46K | Sell |
23
-170
| -88% | -$10.8K | ﹤0.01% | 3267 |
|
|
2024
Q3 | $14.9K | Sell |
193
-14
| -7% | -$1.08K | ﹤0.01% | 2084 |
|
|
2024
Q2 | $18.5K | Buy |
207
+11
| +6% | +$982 | ﹤0.01% | 1932 |
|
|
2024
Q1 | $17.6K | Sell |
196
-2
| -1% | -$180 | ﹤0.01% | 1844 |
|
|
2023
Q4 | $18.7K | Buy |
198
+179
| +942% | +$16.9K | ﹤0.01% | 1688 |
|
|
2023
Q3 | $1.43K | Sell |
19
-126
| -87% | -$9.45K | ﹤0.01% | 2698 |
|
|
2023
Q2 | $13.9K | Buy |
+145
| New | +$13.9K | ﹤0.01% | 1747 |
|
|
2021
Q1 | – | Sell |
-63
| Closed | -$8K | – | 1608 |
|
|
2020
Q4 | $8K | Hold |
63
| – | – | ﹤0.01% | 894 |
|
|
2020
Q3 | $7K | Hold |
63
| – | – | ﹤0.01% | 786 |
|
|
2020
Q2 | $6K | Hold |
63
| – | – | ﹤0.01% | 835 |
|
|
2020
Q1 | $6K | Buy |
+63
| New | +$6K | ﹤0.01% | 837 |
|