Petrus Trust Company’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 | $346K | Sell |
6,343
-2,585
| -29% | -$141K | 0.04% | 251 |
|
|
2025
Q1 | $491K | Hold |
8,928
| – | – | 0.05% | 200 |
|
|
2024
Q4 | $578K | Hold |
8,928
| – | – | 0.06% | 164 |
|
|
2024
Q3 | $690K | Buy |
+8,928
| New | +$690K | 0.07% | 103 |
|
|
2023
Q4 | – | Sell |
-2,765
| Closed | -$207K | – | 728 |
|
|
2023
Q3 | $207K | Buy |
+2,765
| New | +$207K | 0.02% | 518 |
|
|
2023
Q2 | – | Sell |
-3,549
| Closed | -$366K | – | 727 |
|
|
2023
Q1 | $366K | Hold |
3,549
| – | – | 0.04% | 206 |
|
|
2022
Q4 | $378K | Buy |
+3,549
| New | +$378K | 0.05% | 178 |
|