Independent Advisor Alliance’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,194
| Closed | -$210K | – | 695 |
|
|
2023
Q2 | $210K | Sell |
2,194
-3,069
| -58% | -$293K | 0.01% | 610 |
|
|
2023
Q1 | $542K | Buy |
+5,263
| New | +$542K | 0.03% | 404 |
|
|
2022
Q4 | – | Sell |
-5,393
| Closed | -$505K | – | 594 |
|
|
2022
Q3 | $505K | Sell |
5,393
-3,090
| -36% | -$289K | 0.03% | 372 |
|
|
2022
Q2 | $860K | Sell |
8,483
-206
| -2% | -$20.9K | 0.05% | 291 |
|
|
2022
Q1 | $859K | Sell |
8,689
-51
| -0.6% | -$5.04K | 0.04% | 300 |
|
|
2021
Q4 | $1.09M | Sell |
8,740
-127
| -1% | -$15.8K | 0.05% | 264 |
|
|
2021
Q3 | $1M | Sell |
8,867
-281
| -3% | -$31.7K | 0.06% | 267 |
|
|
2021
Q2 | $1.1M | Sell |
9,148
-103
| -1% | -$12.4K | 0.06% | 265 |
|
|
2021
Q1 | $1.18M | Buy |
9,251
+70
| +0.8% | +$8.9K | 0.07% | 229 |
|
|
2020
Q4 | $1.1M | Sell |
9,181
-42
| -0.5% | -$5.01K | 0.07% | 204 |
|
|
2020
Q3 | $1.01M | Buy |
9,223
+555
| +6% | +$60.5K | 0.08% | 180 |
|
|
2020
Q2 | $842K | Buy |
8,668
+1,637
| +23% | +$159K | 0.09% | 186 |
|
|
2020
Q1 | $622K | Buy |
7,031
+156
| +2% | +$13.8K | 0.09% | 186 |
|
|
2019
Q4 | $704K | Buy |
6,875
+1,243
| +22% | +$127K | 0.03% | 455 |
|
|
2019
Q3 | $547K | Buy |
+5,632
| New | +$547K | 0.07% | 241 |
|