Moneta Group Investment 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
Q2 | $681K | Buy |
12,484
+2,248
| +22% | +$123K | 0.01% | 375 |
|
|
2025
Q1 | $563K | Buy |
10,236
+3
| +0% | +$165 | 0.01% | 392 |
|
|
2024
Q4 | $662K | Sell |
10,233
-500
| -5% | -$32.3K | 0.01% | 343 |
|
|
2024
Q3 | $829K | Buy |
10,733
+1,606
| +18% | +$124K | 0.01% | 306 |
|
|
2024
Q2 | $766K | Buy |
9,127
+1,042
| +13% | +$87.5K | 0.01% | 308 |
|
|
2024
Q1 | $728K | Buy |
+8,085
| New | +$728K | 0.01% | 310 |
|