JFS Wealth Advisors’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11
| Closed | -$712 | – | 1985 |
|
|
2024
Q4 | $712 | Buy |
11
+3
| +38% | +$194 | ﹤0.01% | 1733 |
|
|
2024
Q3 | $618 | Sell |
8
-7
| -47% | -$541 | ﹤0.01% | 1768 |
|
|
2024
Q2 | $1.26K | Hold |
15
| – | – | ﹤0.01% | 1607 |
|
|
2024
Q1 | $1.35K | Buy |
15
+8
| +114% | +$721 | ﹤0.01% | 1575 |
|
|
2023
Q4 | $662 | Sell |
7
-9
| -56% | -$851 | ﹤0.01% | 1750 |
|
|
2023
Q3 | $1.2K | Buy |
16
+3
| +23% | +$225 | ﹤0.01% | 1543 |
|
|
2023
Q2 | $1.24K | Hold |
13
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q1 | $1.34K | Sell |
13
-4
| -24% | -$412 | ﹤0.01% | 1503 |
|
|
2022
Q4 | $1.81K | Buy |
17
+4
| +31% | +$426 | ﹤0.01% | 1409 |
|
|
2022
Q3 | $1K | Sell |
13
-1
| -7% | -$77 | ﹤0.01% | 1640 |
|
|
2022
Q2 | $1K | Buy |
14
+4
| +40% | +$286 | ﹤0.01% | 1630 |
|
|
2022
Q1 | $1K | Buy |
10
+3
| +43% | +$300 | ﹤0.01% | 1722 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1540 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$21K | – | 523 |
|
|
2015
Q1 | $21K | Hold |
500
| – | – | 0.01% | 276 |
|
|
2014
Q4 | $20K | Buy |
+500
| New | +$20K | ﹤0.01% | 287 |
|