DIA
Dean Investment Associates’s Stepan Co SCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
45,274
+24,339
| +116% | +$1.33M | 0.36% | 136 |
|
|
2025
Q1 | $1.15M | Buy |
20,935
+8,526
| +69% | +$469K | 0.17% | 182 |
|
|
2024
Q4 | $803K | Sell |
12,409
-1,175
| -9% | -$76K | 0.11% | 191 |
|
|
2024
Q3 | $1.05M | Sell |
13,584
-9,850
| -42% | -$761K | 0.14% | 190 |
|
|
2024
Q2 | $1.97M | Sell |
23,434
-19,732
| -46% | -$1.66M | 0.28% | 153 |
|
|
2024
Q1 | $3.89M | Buy |
43,166
+3,582
| +9% | +$323K | 0.53% | 81 |
|
|
2023
Q4 | $3.74M | Buy |
39,584
+2,813
| +8% | +$266K | 0.53% | 81 |
|
|
2023
Q3 | $2.76M | Buy |
36,771
+1,874
| +5% | +$140K | 0.45% | 86 |
|
|
2023
Q2 | $3.33M | Buy |
34,897
+899
| +3% | +$85.9K | 0.54% | 70 |
|
|
2023
Q1 | $3.5M | Buy |
33,998
+15,837
| +87% | +$1.63M | 0.56% | 74 |
|
|
2022
Q4 | $1.93M | Buy |
18,161
+5,118
| +39% | +$545K | 0.33% | 109 |
|
|
2022
Q3 | $1.22M | Buy |
13,043
+2,732
| +26% | +$256K | 0.25% | 152 |
|
|
2022
Q2 | $1.05M | Buy |
10,311
+1,609
| +18% | +$163K | 0.2% | 186 |
|
|
2022
Q1 | $860K | Sell |
8,702
-48
| -0.5% | -$4.74K | 0.15% | 193 |
|
|
2021
Q4 | $1.09M | Buy |
8,750
+323
| +4% | +$40.2K | 0.19% | 191 |
|
|
2021
Q3 | $952K | Buy |
+8,427
| New | +$952K | 0.18% | 194 |
|
|
2019
Q1 | – | Sell |
-30,460
| Closed | -$2.25M | – | 220 |
|
|
2018
Q4 | $2.25M | Sell |
30,460
-1,025
| -3% | -$75.8K | 0.36% | 117 |
|
|
2018
Q3 | $2.74M | Sell |
31,485
-50,495
| -62% | -$4.39M | 0.38% | 114 |
|
|
2018
Q2 | $6.4M | Buy |
81,980
+7,065
| +9% | +$551K | 0.94% | 24 |
|
|
2018
Q1 | $6.23M | Buy |
+74,915
| New | +$6.23M | 0.92% | 27 |
|
|
2014
Q3 | – | Sell |
-18,578
| Closed | -$982K | – | 233 |
|
|
2014
Q2 | $982K | Sell |
18,578
-26,040
| -58% | -$1.38M | 0.23% | 121 |
|
|
2014
Q1 | $2.88M | Buy |
44,618
+11,585
| +35% | +$748K | 0.69% | 54 |
|
|
2013
Q4 | $2.17M | Sell |
33,033
-127
| -0.4% | -$8.34K | 0.52% | 66 |
|
|
2013
Q3 | $1.91M | Buy |
33,160
+2,895
| +10% | +$167K | 0.5% | 71 |
|
|
2013
Q2 | $1.68M | Buy |
+30,265
| New | +$1.68M | 0.48% | 70 |
|