Forum Financial Management’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $298K | Hold |
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|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $427K | Buy |
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|
2024
Q3 | $490K | Hold |
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|
2024
Q2 | $533K | Buy |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $586K | Sell |
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|
2023
Q3 | $493K | Hold |
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|
2023
Q2 | $628K | Hold |
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|
2023
Q1 | $677K | Hold |
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|
2022
Q4 | $700K | Hold |
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|
2022
Q3 | $616K | Buy |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $641K | Buy |
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|
2021
Q4 | $794K | Buy |
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