Personal Capital Advisors’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $18.7M | Buy |
175,839
+3,597
| +2% | +$377K | 0.09% | 135 |
|
|
2022
Q3 | $16.1M | Buy |
172,242
+4,269
| +3% | +$444K | 0.09% | 131 |
|
|
2022
Q2 | $17M | Buy |
167,973
+3,827
| +2% | +$396K | 0.09% | 130 |
|
|
2022
Q1 | $16.2M | Buy |
164,146
+5,104
| +3% | +$552K | 0.08% | 134 |
|
|
2021
Q4 | $19.8M | Buy |
159,042
+3,610
| +2% | +$436K | 0.09% | 128 |
|
|
2021
Q3 | $17.6M | Buy |
155,432
+601
| +0.4% | +$69.9K | 0.09% | 128 |
|
|
2021
Q2 | $18.6M | Buy |
154,831
+4,156
| +3% | +$544K | 0.1% | 126 |
|
|
2021
Q1 | $19.2M | Buy |
150,675
+3,641
| +2% | +$451K | 0.11% | 124 |
|
|
2020
Q4 | $17.5M | Buy |
147,034
+265
| +0.2% | +$31.2K | 0.11% | 124 |
|
|
2020
Q3 | $16M | Sell |
146,769
-2,692
| -2% | -$295K | 0.12% | 118 |
|
|
2020
Q2 | $14.5M | Sell |
149,461
-2,260
| -1% | -$212K | 0.12% | 113 |
|
|
2020
Q1 | $13.4M | Sell |
151,721
-1,230
| -0.8% | -$117K | 0.13% | 117 |
|
|
2019
Q4 | $15.7M | Buy |
152,951
+5,119
| +3% | +$499K | 0.13% | 117 |
|
|
2019
Q3 | $14.3M | Buy |
147,832
+1,518
| +1% | +$144K | 0.14% | 116 |
|
|
2019
Q2 | $13.4M | Buy |
146,314
+2,844
| +2% | +$254K | 0.14% | 115 |
|
|
2019
Q1 | $12.6M | Buy |
143,470
+23,040
| +19% | +$2M | 0.14% | 114 |
|
|
2018
Q4 | $8.91M | Buy |
120,430
+2,998
| +3% | +$244K | 0.12% | 121 |
|
|
2018
Q3 | $10.2M | Buy |
117,432
+3,632
| +3% | +$313K | 0.13% | 116 |
|
|
2018
Q2 | $8.88M | Buy |
113,800
+12,592
| +12% | +$961K | 0.13% | 117 |
|
|
2018
Q1 | $8.42M | Sell |
101,208
-9,275
| -8% | -$735K | 0.13% | 115 |
|
|
2017
Q4 | $8.72M | Sell |
110,483
-7,307
| -6% | -$600K | 0.15% | 111 |
|
|
2017
Q3 | $9.85M | Sell |
117,790
-17,095
| -13% | -$1.41M | 0.19% | 105 |
|
|
2017
Q2 | $11.8M | Sell |
134,885
-11,067
| -8% | -$931K | 0.26% | 90 |
|
|
2017
Q1 | $11.3M | Buy |
145,952
+9,850
| +7% | +$769K | 0.29% | 92 |
|
|
2016
Q4 | $11.1M | Buy |
136,102
+10,339
| +8% | +$798K | 0.33% | 90 |
|
|
2016
Q3 | $9.1M | Buy |
+125,763
| New | +$8.45M | 0.31% | 90 |
|
Other funds holding SCL
WHG
SAM
