IFP Advisors’s Stepan Co SCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.2K | Buy |
1,275
+75
| +6% | +$4.19K | ﹤0.01% | 1847 |
|
|
2025
Q1 | $66K | Sell |
1,200
-2
| -0.2% | -$110 | ﹤0.01% | 1754 |
|
|
2024
Q4 | $77.8K | Buy |
1,202
+2
| +0.2% | +$129 | ﹤0.01% | 1598 |
|
|
2024
Q3 | $92.7K | Hold |
1,200
| – | – | ﹤0.01% | 1442 |
|
|
2024
Q2 | $101K | Hold |
1,200
| – | – | ﹤0.01% | 1365 |
|
|
2024
Q1 | $108K | Hold |
1,200
| – | – | ﹤0.01% | 1259 |
|
|
2023
Q4 | $113K | Hold |
1,200
| – | – | 0.01% | 1189 |
|
|
2023
Q3 | $90K | Hold |
1,200
| – | – | ﹤0.01% | 1306 |
|
|
2023
Q2 | $115K | Hold |
1,200
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q1 | $88K | Sell |
1,200
-18
| -1% | -$1.32K | ﹤0.01% | 1313 |
|
|
2022
Q4 | $90K | Sell |
1,218
-20
| -2% | -$1.48K | ﹤0.01% | 1811 |
|
|
2022
Q3 | $91K | Hold |
1,238
| – | – | ﹤0.01% | 1925 |
|
|
2022
Q2 | $91K | Hold |
1,238
| – | – | ﹤0.01% | 1750 |
|
|
2022
Q1 | $91K | Buy |
1,238
+38
| +3% | +$2.79K | ﹤0.01% | 1750 |
|
|
2021
Q4 | $150K | Hold |
1,200
| – | – | ﹤0.01% | 1076 |
|
|
2021
Q3 | $136K | Hold |
1,200
| – | – | ﹤0.01% | 1110 |
|
|
2021
Q2 | $144K | Hold |
1,200
| – | – | ﹤0.01% | 1064 |
|
|
2021
Q1 | $152K | Hold |
1,200
| – | – | ﹤0.01% | 970 |
|
|
2020
Q4 | $144K | Sell |
1,200
-213
| -15% | -$25.6K | 0.01% | 953 |
|
|
2020
Q3 | $153K | Sell |
1,413
-600
| -30% | -$65K | 0.01% | 803 |
|
|
2020
Q2 | $191K | Sell |
2,013
-42
| -2% | -$3.99K | 0.02% | 687 |
|
|
2020
Q1 | $175K | Sell |
2,055
-500
| -20% | -$42.6K | 0.02% | 614 |
|
|
2019
Q4 | $255K | Sell |
2,555
-45
| -2% | -$4.49K | 0.02% | 595 |
|
|
2019
Q3 | $251K | Buy |
+2,600
| New | +$251K | 0.02% | 697 |
|
|
2019
Q1 | – | Sell |
-2,107
| Closed | -$155K | – | 3230 |
|
|
2018
Q4 | $155K | Sell |
2,107
-27
| -1% | -$1.99K | 0.01% | 973 |
|
|
2018
Q3 | $186K | Buy |
2,134
+2,100
| +6,176% | +$183K | 0.01% | 1118 |
|
|
2018
Q2 | $3K | Sell |
34
-57
| -63% | -$5.03K | ﹤0.01% | 3454 |
|
|
2018
Q1 | $7K | Hold |
91
| – | – | ﹤0.01% | 3016 |
|
|
2017
Q4 | $7K | Sell |
91
-7,500
| -99% | -$577K | ﹤0.01% | 3013 |
|
|
2017
Q3 | $635K | Sell |
7,591
-2
| -0% | -$167 | 0.03% | 596 |
|
|
2017
Q2 | $662K | Buy |
7,593
+1,561
| +26% | +$136K | 0.03% | 562 |
|
|
2017
Q1 | $475K | Buy |
6,032
+3,031
| +101% | +$239K | 0.02% | 702 |
|
|
2016
Q4 | $245K | Buy |
3,001
+2,520
| +524% | +$206K | 0.01% | 951 |
|
|
2016
Q3 | $35K | Buy |
481
+471
| +4,710% | +$34.3K | ﹤0.01% | 2025 |
|
|
2016
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 3653 |
|