Copeland Capital Management’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 | $65.5K | Buy |
1,200
+152
| +15% | +$8.3K | ﹤0.01% | 181 |
|
|
2025
Q1 | $57.7K | Buy |
1,048
+424
| +68% | +$23.3K | ﹤0.01% | 170 |
|
|
2024
Q4 | $40.4K | Buy |
624
+8
| +1% | +$518 | ﹤0.01% | 203 |
|
|
2024
Q3 | $47.6K | Buy |
+616
| New | +$47.6K | ﹤0.01% | 191 |
|
|
2024
Q2 | – | Sell |
-456
| Closed | -$41.1K | – | 230 |
|
|
2024
Q1 | $41.1K | Buy |
456
+3
| +0.7% | +$270 | ﹤0.01% | 161 |
|
|
2023
Q4 | $42.8K | Buy |
453
+333
| +278% | +$31.5K | ﹤0.01% | 148 |
|
|
2023
Q3 | $9K | Hold |
120
| – | – | ﹤0.01% | 218 |
|
|
2023
Q2 | $11.5K | Hold |
120
| – | – | ﹤0.01% | 215 |
|
|
2023
Q1 | $12K | Hold |
120
| – | – | ﹤0.01% | 211 |
|
|
2022
Q4 | $13K | Hold |
120
| – | – | ﹤0.01% | 216 |
|
|
2022
Q3 | $11K | Hold |
120
| – | – | ﹤0.01% | 216 |
|
|
2022
Q2 | $12K | Hold |
120
| – | – | ﹤0.01% | 215 |
|
|
2022
Q1 | $12K | Hold |
120
| – | – | ﹤0.01% | 213 |
|
|
2021
Q4 | $15K | Hold |
120
| – | – | ﹤0.01% | 212 |
|
|
2021
Q3 | $14K | Hold |
120
| – | – | ﹤0.01% | 210 |
|
|
2021
Q2 | $14K | Hold |
120
| – | – | ﹤0.01% | 209 |
|
|
2021
Q1 | $15K | Hold |
120
| – | – | ﹤0.01% | 210 |
|
|
2020
Q4 | $14K | Hold |
120
| – | – | ﹤0.01% | 206 |
|
|
2020
Q3 | $13K | Hold |
120
| – | – | ﹤0.01% | 194 |
|
|
2020
Q2 | $12K | Hold |
120
| – | – | ﹤0.01% | 194 |
|
|
2020
Q1 | $11K | Hold |
120
| – | – | ﹤0.01% | 192 |
|
|
2019
Q4 | $12K | Hold |
120
| – | – | ﹤0.01% | 215 |
|
|
2019
Q3 | $12K | Sell |
120
-173
| -59% | -$17.3K | ﹤0.01% | 210 |
|
|
2019
Q2 | $27K | Buy |
293
+6
| +2% | +$553 | ﹤0.01% | 160 |
|
|
2019
Q1 | $25K | Buy |
287
+6
| +2% | +$523 | ﹤0.01% | 159 |
|
|
2018
Q4 | $21K | Buy |
+281
| New | +$21K | ﹤0.01% | 157 |
|