Howe & Rusling’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 | $269K | Buy |
4,923
+669
| +16% | +$36.5K | 0.02% | 242 |
|
|
2025
Q1 | $234K | Hold |
4,254
| – | – | 0.02% | 245 |
|
|
2024
Q4 | $275K | Buy |
4,254
+837
| +24% | +$54.2K | 0.02% | 219 |
|
|
2024
Q3 | $264K | Buy |
3,417
+679
| +25% | +$52.5K | 0.02% | 221 |
|
|
2024
Q2 | $230K | Buy |
2,738
+189
| +7% | +$15.9K | 0.02% | 224 |
|
|
2024
Q1 | $230K | Buy |
+2,549
| New | +$230K | 0.02% | 229 |
|
|
2023
Q4 | – | Sell |
-3,054
| Closed | -$229K | – | 388 |
|
|
2023
Q3 | $229K | Hold |
3,054
| – | – | 0.03% | 203 |
|
|
2023
Q2 | $292K | Sell |
3,054
-196
| -6% | -$18.7K | 0.03% | 185 |
|
|
2023
Q1 | $335K | Hold |
3,250
| – | – | 0.04% | 170 |
|
|
2022
Q4 | $346K | Sell |
3,250
-97
| -3% | -$10.3K | 0.04% | 151 |
|
|
2022
Q3 | $314K | Buy |
3,347
+438
| +15% | +$41.1K | 0.04% | 156 |
|
|
2022
Q2 | $295K | Hold |
2,909
| – | – | 0.04% | 160 |
|
|
2022
Q1 | $287K | Buy |
2,909
+386
| +15% | +$38.1K | 0.03% | 170 |
|
|
2021
Q4 | $314K | Buy |
2,523
+131
| +5% | +$16.3K | 0.04% | 163 |
|
|
2021
Q3 | $270K | Buy |
2,392
+295
| +14% | +$33.3K | 0.03% | 168 |
|
|
2021
Q2 | $252K | Hold |
2,097
| – | – | 0.03% | 163 |
|
|
2021
Q1 | $267K | Buy |
2,097
+476
| +29% | +$60.6K | 0.04% | 152 |
|
|
2020
Q4 | $193K | Buy |
1,621
+308
| +23% | +$36.7K | 0.03% | 167 |
|
|
2020
Q3 | $143K | Hold |
1,313
| – | – | 0.02% | 178 |
|
|
2020
Q2 | $127K | Hold |
1,313
| – | – | 0.02% | 176 |
|
|
2020
Q1 | $116K | Buy |
1,313
+13
| +1% | +$1.15K | 0.03% | 183 |
|
|
2019
Q4 | $133K | Sell |
1,300
-86
| -6% | -$8.8K | 0.02% | 212 |
|
|
2019
Q3 | $135K | Hold |
1,386
| – | – | 0.02% | 218 |
|
|
2019
Q2 | $127K | Buy |
1,386
+127
| +10% | +$11.6K | 0.02% | 226 |
|
|
2019
Q1 | $110K | Buy |
1,259
+104
| +9% | +$9.09K | 0.02% | 228 |
|
|
2018
Q4 | $85K | Buy |
+1,155
| New | +$85K | 0.02% | 217 |
|
|
2015
Q2 | – | Sell |
-11
| Closed | – | – | 1111 |
|
|
2015
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 979 |
|
|
2014
Q2 | – | Sell |
-274
| Closed | -$18K | – | 917 |
|
|
2014
Q1 | $18K | Buy |
+274
| New | +$18K | ﹤0.01% | 472 |
|
|
2013
Q4 | – | Sell |
-274
| Closed | -$16K | – | 876 |
|
|
2013
Q3 | $16K | Buy |
274
+115
| +72% | +$6.72K | 0.01% | 514 |
|
|
2013
Q2 | $9K | Buy |
+159
| New | +$9K | ﹤0.01% | 636 |
|