Burney Company’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 | $211K | Sell |
3,858
-815
| -17% | -$44.5K | 0.01% | 552 |
|
|
2025
Q1 | $257K | Hold |
4,673
| – | – | 0.01% | 526 |
|
|
2024
Q4 | $302K | Sell |
4,673
-30
| -0.6% | -$1.94K | 0.01% | 500 |
|
|
2024
Q3 | $363K | Sell |
4,703
-99
| -2% | -$7.65K | 0.01% | 487 |
|
|
2024
Q2 | $403K | Hold |
4,802
| – | – | 0.02% | 459 |
|
|
2024
Q1 | $432K | Hold |
4,802
| – | – | 0.02% | 463 |
|
|
2023
Q4 | $454K | Hold |
4,802
| – | – | 0.02% | 432 |
|
|
2023
Q3 | $360K | Buy |
4,802
+230
| +5% | +$17.2K | 0.02% | 450 |
|
|
2023
Q2 | $437K | Sell |
4,572
-313
| -6% | -$29.9K | 0.02% | 428 |
|
|
2023
Q1 | $503K | Sell |
4,885
-307
| -6% | -$31.6K | 0.02% | 406 |
|
|
2022
Q4 | $553K | Sell |
5,192
-430
| -8% | -$45.8K | 0.03% | 380 |
|
|
2022
Q3 | $527K | Sell |
5,622
-116
| -2% | -$10.9K | 0.03% | 403 |
|
|
2022
Q2 | $582K | Hold |
5,738
| – | – | 0.03% | 389 |
|
|
2022
Q1 | $567K | Hold |
5,738
| – | – | 0.03% | 408 |
|
|
2021
Q4 | $713K | Sell |
5,738
-116
| -2% | -$14.4K | 0.03% | 380 |
|
|
2021
Q3 | $661K | Hold |
5,854
| – | – | 0.03% | 377 |
|
|
2021
Q2 | $704K | Sell |
5,854
-248
| -4% | -$29.8K | 0.03% | 378 |
|
|
2021
Q1 | $776K | Hold |
6,102
| – | – | 0.04% | 344 |
|
|
2020
Q4 | $728K | Sell |
6,102
-392
| -6% | -$46.8K | 0.04% | 321 |
|
|
2020
Q3 | $708K | Sell |
6,494
-50
| -0.8% | -$5.45K | 0.04% | 316 |
|
|
2020
Q2 | $635K | Hold |
6,544
| – | – | 0.04% | 319 |
|
|
2020
Q1 | $579K | Hold |
6,544
| – | – | 0.04% | 286 |
|
|
2019
Q4 | $670K | Hold |
6,544
| – | – | 0.04% | 306 |
|
|
2019
Q3 | $635K | Hold |
6,544
| – | – | 0.04% | 305 |
|
|
2019
Q2 | $601K | Sell |
6,544
-40
| -0.6% | -$3.67K | 0.04% | 312 |
|
|
2019
Q1 | $576K | Sell |
6,584
-170
| -3% | -$14.9K | 0.04% | 305 |
|
|
2018
Q4 | $500K | Buy |
6,754
+600
| +10% | +$44.4K | 0.04% | 308 |
|
|
2018
Q3 | $535K | Sell |
6,154
-1,000
| -14% | -$86.9K | 0.03% | 318 |
|
|
2018
Q2 | $558K | Buy |
7,154
+600
| +9% | +$46.8K | 0.03% | 305 |
|
|
2018
Q1 | $545K | Sell |
6,554
-650
| -9% | -$54.1K | 0.03% | 286 |
|
|
2017
Q4 | $569K | Buy |
7,204
+445
| +7% | +$35.1K | 0.03% | 282 |
|
|
2017
Q3 | $568K | Hold |
6,759
| – | – | 0.04% | 271 |
|
|
2017
Q2 | $581K | Hold |
6,759
| – | – | 0.04% | 263 |
|
|
2017
Q1 | $533K | Sell |
6,759
-100
| -1% | -$7.89K | 0.04% | 262 |
|
|
2016
Q4 | $559K | Hold |
6,859
| – | – | 0.04% | 258 |
|
|
2016
Q3 | $502K | Hold |
6,859
| – | – | 0.04% | 258 |
|
|
2016
Q2 | $408K | Buy |
6,859
+392
| +6% | +$23.3K | 0.03% | 286 |
|
|
2016
Q1 | $358K | Sell |
6,467
-350
| -5% | -$19.4K | 0.03% | 303 |
|
|
2015
Q4 | $344K | Sell |
6,817
-53
| -0.8% | -$2.67K | 0.03% | 290 |
|
|
2015
Q3 | $286K | Hold |
6,870
| – | – | 0.02% | 307 |
|
|
2015
Q2 | $372K | Sell |
6,870
-162
| -2% | -$8.77K | 0.03% | 306 |
|
|
2015
Q1 | $293K | Sell |
7,032
-670
| -9% | -$27.9K | 0.02% | 343 |
|
|
2014
Q4 | $309K | Sell |
7,702
-36
| -0.5% | -$1.44K | 0.02% | 319 |
|
|
2014
Q3 | $343K | Hold |
7,738
| – | – | 0.03% | 313 |
|
|
2014
Q2 | $409K | Sell |
7,738
-30
| -0.4% | -$1.59K | 0.04% | 302 |
|
|
2014
Q1 | $502K | Buy |
7,768
+130
| +2% | +$8.4K | 0.05% | 263 |
|
|
2013
Q4 | $501K | Sell |
7,638
-66
| -0.9% | -$4.33K | 0.05% | 276 |
|
|
2013
Q3 | $445K | Hold |
7,704
| – | – | 0.05% | 284 |
|
|
2013
Q2 | $428K | Buy |
+7,704
| New | +$428K | 0.05% | 277 |
|