Creative Planning’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 | $943K | Buy |
17,279
+8,224
| +91% | +$449K | ﹤0.01% | 1903 |
|
|
2025
Q1 | $498K | Buy |
9,055
+5,158
| +132% | +$284K | ﹤0.01% | 2294 |
|
|
2024
Q4 | $252K | Sell |
3,897
-1,963
| -33% | -$127K | ﹤0.01% | 2800 |
|
|
2024
Q3 | $453K | Sell |
5,860
-3,486
| -37% | -$269K | ﹤0.01% | 2193 |
|
|
2024
Q2 | $785K | Buy |
9,346
+1,138
| +14% | +$95.5K | ﹤0.01% | 1590 |
|
|
2024
Q1 | $739K | Buy |
8,208
+22
| +0.3% | +$1.98K | ﹤0.01% | 1559 |
|
|
2023
Q4 | $774K | Buy |
+8,186
| New | +$774K | ﹤0.01% | 1393 |
|
|
2017
Q3 | – | Sell |
-432
| Closed | -$38K | – | 3285 |
|
|
2017
Q2 | $38K | Buy |
432
+382
| +764% | +$33.6K | ﹤0.01% | 2716 |
|
|
2017
Q1 | $4K | Buy |
50
+18
| +56% | +$1.44K | ﹤0.01% | 4003 |
|
|
2016
Q4 | $3K | Sell |
32
-56
| -64% | -$5.25K | ﹤0.01% | 4067 |
|
|
2016
Q3 | $6K | Buy |
+88
| New | +$6K | ﹤0.01% | 3742 |
|
|
2014
Q3 | – | Sell |
-71
| Closed | -$4K | – | 3973 |
|
|
2014
Q2 | $4K | Buy |
71
+31
| +78% | +$1.75K | ﹤0.01% | 3233 |
|
|
2014
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 3191 |
|
|
2013
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 3020 |
|
|
2013
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 3000 |
|
|
2013
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 2846 |
|