EverSource Wealth Advisors’s Stepan Co SCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Buy |
521
+351
| +206% | +$19.2K | ﹤0.01% | 2009 |
|
|
2025
Q1 | $9.36K | Buy |
170
+155
| +1,033% | +$8.53K | ﹤0.01% | 2148 |
|
|
2024
Q4 | $971 | Sell |
15
-12
| -44% | -$777 | ﹤0.01% | 2975 |
|
|
2024
Q3 | $2.09K | Sell |
27
-46
| -63% | -$3.55K | ﹤0.01% | 2535 |
|
|
2024
Q2 | $6.18K | Buy |
73
+24
| +49% | +$2.03K | ﹤0.01% | 2130 |
|
|
2024
Q1 | $4.07K | Buy |
49
+44
| +880% | +$3.65K | ﹤0.01% | 2138 |
|
|
2023
Q4 | $473 | Buy |
+5
| New | +$473 | ﹤0.01% | 2535 |
|
|
2023
Q3 | – | Sell |
-99
| Closed | -$9.46K | – | 2651 |
|
|
2023
Q2 | $9.46K | Hold |
99
| – | – | ﹤0.01% | 1469 |
|
|
2023
Q1 | $10.2K | Sell |
99
-32
| -24% | -$3.3K | ﹤0.01% | 1343 |
|
|
2022
Q4 | $13.9K | Hold |
131
| – | – | ﹤0.01% | 1198 |
|
|
2022
Q3 | $12K | Sell |
131
-62
| -32% | -$5.68K | ﹤0.01% | 1079 |
|
|
2022
Q2 | $20K | Buy |
193
+62
| +47% | +$6.43K | 0.01% | 831 |
|
|
2022
Q1 | $13K | Buy |
131
+34
| +35% | +$3.37K | ﹤0.01% | 885 |
|
|
2021
Q4 | $12K | Buy |
+97
| New | +$12K | ﹤0.01% | 903 |
|