Jones Financial Companies’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 | $1.05K | Buy |
19
+4
| +27% | +$222 | ﹤0.01% | 3648 |
|
2025
Q1 | $830 | Buy |
+15
| New | +$830 | ﹤0.01% | 3438 |
|
2024
Q4 | – | Sell |
-486
| Closed | -$38K | – | 3492 |
|
2024
Q3 | $38K | Buy |
+486
| New | +$38K | ﹤0.01% | 1736 |
|
2022
Q1 | – | Sell |
-22
| Closed | -$3K | – | 819 |
|
2021
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 701 |
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 623 |
|
2021
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 597 |
|
2021
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 714 |
|
2013
Q4 | – | Sell |
-2,288
| Closed | -$132K | – | 481 |
|
2013
Q3 | $132K | Buy |
+2,288
| New | +$132K | ﹤0.01% | 226 |
|