O'Keefe Stevens Advisory’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 | $4M | Buy |
73,289
+6,451
| +10% | +$352K | 1.12% | 22 |
|
|
2025
Q1 | $3.68M | Buy |
66,838
+4,352
| +7% | +$240K | 1.21% | 21 |
|
|
2024
Q4 | $4.04M | Buy |
62,486
+1,773
| +3% | +$115K | 1.25% | 21 |
|
|
2024
Q3 | $4.69M | Buy |
60,713
+710
| +1% | +$54.8K | 1.42% | 22 |
|
|
2024
Q2 | $5.04M | Buy |
60,003
+1,236
| +2% | +$104K | 1.68% | 19 |
|
|
2024
Q1 | $5.29M | Buy |
58,767
+1,024
| +2% | +$92.2K | 1.74% | 19 |
|
|
2023
Q4 | $5.46M | Sell |
57,743
-1,279
| -2% | -$121K | 2.2% | 19 |
|
|
2023
Q3 | $4.42M | Buy |
59,022
+2,073
| +4% | +$155K | 2.01% | 21 |
|
|
2023
Q2 | $5.44M | Buy |
56,949
+2,851
| +5% | +$272K | 2.34% | 14 |
|
|
2023
Q1 | $5.57M | Buy |
54,098
+324
| +0.6% | +$33.4K | 2.75% | 14 |
|
|
2022
Q4 | $5.72M | Buy |
53,774
+1,970
| +4% | +$210K | 3.4% | 12 |
|
|
2022
Q3 | $4.85M | Buy |
51,804
+1,252
| +2% | +$117K | 3.28% | 13 |
|
|
2022
Q2 | $5.12M | Buy |
50,552
+7,069
| +16% | +$716K | 3.14% | 14 |
|
|
2022
Q1 | $4.3M | Sell |
43,483
-574
| -1% | -$56.7K | 2.1% | 15 |
|
|
2021
Q4 | $5.48M | Sell |
44,057
-24
| -0.1% | -$2.98K | 2.57% | 14 |
|
|
2021
Q3 | $4.98M | Buy |
44,081
+17
| +0% | +$1.92K | 2.72% | 14 |
|
|
2021
Q2 | $5.3M | Buy |
44,064
+1
| +0% | +$120 | 2.83% | 13 |
|
|
2021
Q1 | $5.57M | Sell |
44,063
-200
| -0.5% | -$25.3K | 3.5% | 12 |
|
|
2020
Q4 | $5.28M | Sell |
44,263
-574
| -1% | -$68.5K | 3.62% | 11 |
|
|
2020
Q3 | $4.89M | Sell |
44,837
-228
| -0.5% | -$24.9K | 3.81% | 9 |
|
|
2020
Q2 | $4.38M | Buy |
+45,065
| New | +$4.38M | 3.79% | 10 |
|
|
2019
Q4 | $4.71M | Sell |
45,980
-802
| -2% | -$82.2K | 3.57% | 12 |
|
|
2019
Q3 | $4.54M | Sell |
46,782
-16
| -0% | -$1.55K | 3.5% | 14 |
|
|
2019
Q2 | $4.3M | Sell |
46,798
-112
| -0.2% | -$10.3K | 3.21% | 15 |
|
|
2019
Q1 | $4.11M | Sell |
46,910
-381
| -0.8% | -$33.3K | 3.19% | 16 |
|
|
2018
Q4 | $3.5M | Buy |
47,291
+52
| +0.1% | +$3.85K | 3.15% | 18 |
|
|
2018
Q3 | $4.11M | Buy |
47,239
+100
| +0.2% | +$8.7K | 2.91% | 17 |
|
|
2018
Q2 | $3.68M | Buy |
47,139
+761
| +2% | +$59.4K | 2.93% | 16 |
|
|
2018
Q1 | $3.86M | Buy |
46,378
+1,301
| +3% | +$108K | 3.41% | 11 |
|
|
2017
Q4 | $3.56M | Buy |
45,077
+701
| +2% | +$55.4K | 3.22% | 13 |
|
|
2017
Q3 | $3.71M | Buy |
+44,376
| New | +$3.71M | 3.45% | 7 |
|