LPL Financial’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 | $253K | Buy |
+5,068
| New | +$271K | ﹤0.01% | 5318 |
|
|
2025
Q3 | – | Sell |
-3,945
| Closed | -$215K | – | 5971 |
|
|
2025
Q2 | $215K | Buy |
+3,945
| New | +$208K | ﹤0.01% | 5036 |
|
|
2024
Q4 | – | Sell |
-5,702
| Closed | -$440K | – | 5416 |
|
|
2024
Q3 | $440K | Buy |
5,702
+657
| +13% | +$52.1K | ﹤0.01% | 4116 |
|
|
2024
Q2 | $424K | Buy |
5,045
+785
| +18% | +$67.1K | ﹤0.01% | 3999 |
|
|
2024
Q1 | $384K | Buy |
4,260
+1,583
| +59% | +$142K | ﹤0.01% | 4005 |
|
|
2023
Q4 | $253K | Buy |
+2,677
| New | +$214K | ﹤0.01% | 4218 |
|
|
2022
Q1 | – | Sell |
-3,084
| Closed | -$383K | – | 4364 |
|
|
2021
Q4 | $383K | Buy |
3,084
+68
| +2% | +$8.2K | ﹤0.01% | 3509 |
|
|
2021
Q3 | $341K | Buy |
3,016
+17
| +0.6% | +$1.98K | ﹤0.01% | 3547 |
|
|
2021
Q2 | $361K | Buy |
2,999
+1,044
| +53% | +$137K | ﹤0.01% | 3443 |
|
|
2021
Q1 | $248K | Sell |
1,955
-223
| -10% | -$27.6K | ﹤0.01% | 3606 |
|
|
2020
Q4 | $260K | Sell |
2,178
-24
| -1% | -$2.83K | ﹤0.01% | 3324 |
|
|
2020
Q3 | $240K | Buy |
2,202
+32
| +1% | +$3.5K | ﹤0.01% | 3068 |
|
|
2020
Q2 | $211K | Buy |
+2,170
| New | +$204K | ﹤0.01% | 3090 |
|
|
2020
Q1 | – | Sell |
-3,055
| Closed | -$313K | – | 3400 |
|
|
2019
Q4 | $313K | Sell |
3,055
-85
| -3% | -$8.28K | ﹤0.01% | 2741 |
|
|
2019
Q3 | $305K | Sell |
3,140
-23
| -0.7% | -$2.18K | ﹤0.01% | 2663 |
|
|
2019
Q2 | $291K | Sell |
3,163
-132
| -4% | -$11.8K | ﹤0.01% | 2719 |
|
|
2019
Q1 | $288K | Sell |
3,295
-57
| -2% | -$4.95K | ﹤0.01% | 2670 |
|
|
2018
Q4 | $248K | Sell |
3,352
-77
| -2% | -$6.27K | ﹤0.01% | 2624 |
|
|
2018
Q3 | $298K | Sell |
3,429
-24
| -0.7% | -$2.07K | ﹤0.01% | 2706 |
|
|
2018
Q2 | $269K | Sell |
3,453
-1
| -0% | -$76 | ﹤0.01% | 2749 |
|
|
2018
Q1 | $287K | Buy |
3,454
+45
| +1% | +$3.56K | ﹤0.01% | 2658 |
|
|
2017
Q4 | $269K | Sell |
3,409
-35
| -1% | -$2.87K | ﹤0.01% | 2590 |
|
|
2017
Q3 | $288K | Buy |
3,444
+8
| +0.2% | +$658 | ﹤0.01% | 2394 |
|
|
2017
Q2 | $299K | Buy |
+3,436
| New | +$289K | ﹤0.01% | 2294 |
|
|
2017
Q1 | – | Sell |
-2,570
| Closed | -$207K | – | 2788 |
|
|
2016
Q4 | $207K | Sell |
2,570
-476
| -16% | -$36.7K | ﹤0.01% | 2458 |
|
|
2016
Q3 | $220K | Buy |
+3,046
| New | +$205K | ﹤0.01% | 2347 |
|
|
2016
Q2 | – | Sell |
-4,164
| Closed | -$233K | – | 2927 |
|
|
2016
Q1 | $233K | Buy |
+4,164
| New | +$200K | ﹤0.01% | 2696 |
|
Other funds holding SCL
VPM
DRZID
VCM
