Forum Financial 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 | $341K | Sell |
6,255
-200
| -3% | -$10.9K | 0.01% | 593 |
|
|
2025
Q1 | $355K | Sell |
6,455
-151
| -2% | -$8.31K | 0.01% | 503 |
|
|
2024
Q4 | $427K | Buy |
6,606
+257
| +4% | +$16.6K | 0.01% | 441 |
|
|
2024
Q3 | $490K | Hold |
6,349
| – | – | 0.01% | 334 |
|
|
2024
Q2 | $533K | Buy |
6,349
+1
| +0% | +$84 | 0.01% | 287 |
|
|
2024
Q1 | $572K | Buy |
6,348
+150
| +2% | +$13.5K | 0.01% | 287 |
|
|
2023
Q4 | $586K | Sell |
6,198
-375
| -6% | -$35.5K | 0.01% | 250 |
|
|
2023
Q3 | $493K | Hold |
6,573
| – | – | 0.01% | 286 |
|
|
2023
Q2 | $628K | Hold |
6,573
| – | – | 0.01% | 246 |
|
|
2023
Q1 | $677K | Hold |
6,573
| – | – | 0.02% | 201 |
|
|
2022
Q4 | $700K | Hold |
6,573
| – | – | 0.02% | 191 |
|
|
2022
Q3 | $616K | Buy |
6,573
+375
| +6% | +$35.1K | 0.03% | 186 |
|
|
2022
Q2 | $628K | Sell |
6,198
-293
| -5% | -$29.7K | 0.03% | 194 |
|
|
2022
Q1 | $641K | Buy |
6,491
+100
| +2% | +$9.88K | 0.03% | 201 |
|
|
2021
Q4 | $794K | Buy |
+6,391
| New | +$794K | 0.04% | 158 |
|