Corient Private Wealth’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 | $248K | Buy |
+4,540
| New | +$248K | ﹤0.01% | 2195 |
|
|
2024
Q4 | – | Sell |
-5,839
| Closed | -$451K | – | 2474 |
|
|
2024
Q3 | $451K | Sell |
5,839
-73
| -1% | -$5.64K | ﹤0.01% | 1773 |
|
|
2024
Q2 | $496K | Sell |
5,912
-588
| -9% | -$49.4K | ﹤0.01% | 1639 |
|
|
2024
Q1 | $585K | Buy |
6,500
+62
| +1% | +$5.58K | ﹤0.01% | 1551 |
|
|
2023
Q4 | $609K | Buy |
6,438
+2,244
| +54% | +$212K | ﹤0.01% | 1509 |
|
|
2023
Q3 | $314K | Sell |
4,194
-1,037
| -20% | -$77.7K | ﹤0.01% | 1730 |
|
|
2023
Q2 | $500K | Buy |
5,231
+534
| +11% | +$51K | ﹤0.01% | 1447 |
|
|
2023
Q1 | $484K | Buy |
4,697
+1,080
| +30% | +$111K | ﹤0.01% | 1389 |
|
|
2022
Q4 | $385K | Buy |
+3,617
| New | +$385K | ﹤0.01% | 1234 |
|