IFP Advisors’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.7K | Buy |
1,295
+17
| +1% | +$910 | ﹤0.01% | 2107 |
|
|
2025
Q4 | $60.5K | Sell |
1,278
-6
| -0.5% | -$275 | ﹤0.01% | 2078 |
|
|
2025
Q3 | $61.2K | Buy |
1,284
+9
| +0.7% | +$467 | ﹤0.01% | 1970 |
|
|
2025
Q2 | $71.2K | Buy |
1,275
+75
| +6% | +$3.96K | ﹤0.01% | 1847 |
|
|
2025
Q1 | $66K | Sell |
1,200
-2
| -0.2% | -$122 | ﹤0.01% | 1754 |
|
|
2024
Q4 | $77.8K | Buy |
1,202
+2
| +0.2% | +$148 | ﹤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% | -$1.89K | ﹤0.01% | 1313 |
|
|
2022
Q4 | $90K | Sell |
1,218
-20
| -2% | -$2.1K | ﹤0.01% | 1811 |
|
|
2022
Q3 | $91K | Hold |
1,238
| – | – | ﹤0.01% | 1924 |
|
|
2022
Q2 | $91K | Hold |
1,238
| – | – | ﹤0.01% | 1749 |
|
|
2022
Q1 | $91K | Buy |
1,238
+38
| +3% | +$4.11K | ﹤0.01% | 1749 |
|
|
2021
Q4 | $150K | Hold |
1,200
| – | – | ﹤0.01% | 1091 |
|
|
2021
Q3 | $136K | Hold |
1,200
| – | – | ﹤0.01% | 1145 |
|
|
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% | -$25.1K | 0.01% | 953 |
|
|
2020
Q3 | $153K | Sell |
1,413
-600
| -30% | -$65.7K | 0.01% | 803 |
|
|
2020
Q2 | $191K | Sell |
2,013
-42
| -2% | -$3.95K | 0.02% | 687 |
|
|
2020
Q1 | $175K | Sell |
2,055
-500
| -20% | -$47.7K | 0.02% | 616 |
|
|
2019
Q4 | $255K | Sell |
2,555
-45
| -2% | -$4.38K | 0.02% | 595 |
|
|
2019
Q3 | $251K | Buy |
+2,600
| New | +$247K | 0.02% | 697 |
|
|
2019
Q1 | – | Sell |
-2,107
| Closed | -$155K | – | 3264 |
|
|
2018
Q4 | $155K | Sell |
2,107
-27
| -1% | -$2.2K | 0.01% | 979 |
|
|
2018
Q3 | $186K | Buy |
2,134
+2,100
| +6,176% | +$181K | 0.01% | 1122 |
|
|
2018
Q2 | $3K | Sell |
34
-57
| -63% | -$4.35K | ﹤0.01% | 3505 |
|
|
2018
Q1 | $7K | Hold |
91
| – | – | ﹤0.01% | 3016 |
|
|
2017
Q4 | $7K | Sell |
91
-7,500
| -99% | -$616K | ﹤0.01% | 3062 |
|
|
2017
Q3 | $635K | Sell |
7,591
-2
| -0% | -$164 | 0.03% | 597 |
|
|
2017
Q2 | $662K | Buy |
7,593
+1,561
| +26% | +$131K | 0.03% | 563 |
|
|
2017
Q1 | $475K | Buy |
6,032
+3,031
| +101% | +$237K | 0.02% | 703 |
|
|
2016
Q4 | $245K | Buy |
3,001
+2,520
| +524% | +$194K | 0.01% | 953 |
|
|
2016
Q3 | $35K | Buy |
481
+471
| +4,710% | +$31.6K | ﹤0.01% | 2038 |
|
|
2016
Q2 | $1K | Buy |
+10
| New | +$587 | ﹤0.01% | 3665 |
|
Other funds holding SCL
VPM
DRZID
VCM
