Envestnet Asset 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 | – | Sell |
-6,773
| Closed | -$373K | – | 4539 |
|
|
2025
Q1 | $373K | Buy |
6,773
+2,560
| +61% | +$141K | ﹤0.01% | 3802 |
|
|
2024
Q4 | $273K | Sell |
4,213
-1,970
| -32% | -$127K | ﹤0.01% | 3940 |
|
|
2024
Q3 | $478K | Sell |
6,183
-7,394
| -54% | -$571K | ﹤0.01% | 3559 |
|
|
2024
Q2 | $1.14M | Sell |
13,577
-167
| -1% | -$14K | ﹤0.01% | 2948 |
|
|
2024
Q1 | $1.24M | Buy |
13,744
+979
| +8% | +$88.2K | ﹤0.01% | 2887 |
|
|
2023
Q4 | $1.21M | Sell |
12,765
-501
| -4% | -$47.4K | ﹤0.01% | 2808 |
|
|
2023
Q3 | $995K | Buy |
13,266
+3,774
| +40% | +$283K | ﹤0.01% | 2820 |
|
|
2023
Q2 | $907K | Buy |
9,492
+361
| +4% | +$34.5K | ﹤0.01% | 2822 |
|
|
2023
Q1 | $941K | Buy |
9,131
+682
| +8% | +$70.3K | ﹤0.01% | 2718 |
|
|
2022
Q4 | $900K | Buy |
8,449
+603
| +8% | +$64.2K | ﹤0.01% | 2727 |
|
|
2022
Q3 | $735K | Buy |
7,846
+6
| +0.1% | +$562 | ﹤0.01% | 2790 |
|
|
2022
Q2 | $795K | Sell |
7,840
-276
| -3% | -$28K | ﹤0.01% | 2768 |
|
|
2022
Q1 | $802K | Sell |
8,116
-549
| -6% | -$54.3K | ﹤0.01% | 2817 |
|
|
2021
Q4 | $1.08M | Buy |
8,665
+22
| +0.3% | +$2.73K | ﹤0.01% | 2586 |
|
|
2021
Q3 | $976K | Sell |
8,643
-3,419
| -28% | -$386K | ﹤0.01% | 2564 |
|
|
2021
Q2 | $1.45M | Sell |
12,062
-543
| -4% | -$65.3K | ﹤0.01% | 2283 |
|
|
2021
Q1 | $1.6M | Buy |
12,605
+556
| +5% | +$70.7K | ﹤0.01% | 2086 |
|
|
2020
Q4 | $1.44M | Buy |
12,049
+1,407
| +13% | +$168K | ﹤0.01% | 1975 |
|
|
2020
Q3 | $1.16M | Buy |
10,642
+4,266
| +67% | +$465K | ﹤0.01% | 1932 |
|
|
2020
Q2 | $619K | Sell |
6,376
-780
| -11% | -$75.7K | ﹤0.01% | 2278 |
|
|
2020
Q1 | $633K | Buy |
7,156
+473
| +7% | +$41.8K | ﹤0.01% | 2081 |
|
|
2019
Q4 | $685K | Buy |
6,683
+114
| +2% | +$11.7K | ﹤0.01% | 2250 |
|
|
2019
Q3 | $638K | Buy |
6,569
+136
| +2% | +$13.2K | ﹤0.01% | 2228 |
|
|
2019
Q2 | $591K | Buy |
6,433
+112
| +2% | +$10.3K | ﹤0.01% | 2288 |
|
|
2019
Q1 | $553K | Buy |
6,321
+1,353
| +27% | +$118K | ﹤0.01% | 2287 |
|
|
2018
Q4 | $368K | Buy |
+4,968
| New | +$368K | ﹤0.01% | 2321 |
|
|
2018
Q3 | – | Sell |
-219
| Closed | -$17K | – | 2361 |
|
|
2018
Q2 | $17K | Buy |
219
+31
| +16% | +$2.41K | ﹤0.01% | 2458 |
|
|
2018
Q1 | $15K | Sell |
188
-1,558
| -89% | -$124K | ﹤0.01% | 2432 |
|
|
2017
Q4 | $138K | Sell |
1,746
-151
| -8% | -$11.9K | ﹤0.01% | 1993 |
|
|
2017
Q3 | $159K | Buy |
1,897
+626
| +49% | +$52.5K | ﹤0.01% | 1921 |
|
|
2017
Q2 | $112K | Sell |
1,271
-248
| -16% | -$21.9K | ﹤0.01% | 2095 |
|
|
2017
Q1 | $119K | Sell |
1,519
-125
| -8% | -$9.79K | ﹤0.01% | 2123 |
|
|
2016
Q4 | $134K | Sell |
1,644
-791
| -32% | -$64.5K | ﹤0.01% | 2062 |
|
|
2016
Q3 | $177K | Sell |
2,435
-19
| -0.8% | -$1.38K | ﹤0.01% | 2070 |
|
|
2016
Q2 | $146K | Buy |
2,454
+310
| +14% | +$18.4K | ﹤0.01% | 2259 |
|
|
2016
Q1 | $119K | Sell |
2,144
-202
| -9% | -$11.2K | ﹤0.01% | 2325 |
|
|
2015
Q4 | $117K | Buy |
2,346
+145
| +7% | +$7.23K | ﹤0.01% | 2305 |
|
|
2015
Q3 | $92K | Sell |
2,201
-10,112
| -82% | -$423K | ﹤0.01% | 2384 |
|
|
2015
Q2 | $666K | Buy |
12,313
+763
| +7% | +$41.3K | ﹤0.01% | 1591 |
|
|
2015
Q1 | $481K | Buy |
11,550
+11,298
| +4,483% | +$471K | ﹤0.01% | 1572 |
|
|
2014
Q4 | $10K | Sell |
252
-369
| -59% | -$14.6K | ﹤0.01% | 1967 |
|
|
2014
Q3 | $28K | Sell |
621
-59
| -9% | -$2.66K | ﹤0.01% | 1751 |
|
|
2014
Q2 | $36K | Buy |
680
+44
| +7% | +$2.33K | ﹤0.01% | 1568 |
|
|
2014
Q1 | $41K | Buy |
636
+47
| +8% | +$3.03K | ﹤0.01% | 1427 |
|
|
2013
Q4 | $39K | Buy |
589
+137
| +30% | +$9.07K | ﹤0.01% | 1300 |
|
|
2013
Q3 | $26K | Sell |
452
-869
| -66% | -$50K | ﹤0.01% | 1397 |
|
|
2013
Q2 | $73K | Buy |
+1,321
| New | +$73K | ﹤0.01% | 1080 |
|