Private Wealth Management Group’s Stepan Co SCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.18K Buy
40
+2
+5% +$109 ﹤0.01% 1056
2025
Q1
$2.09K Buy
38
+19
+100% +$1.05K ﹤0.01% 1038
2024
Q4
$1.23K Buy
+19
New +$1.23K ﹤0.01% 1239
2024
Q2
Sell
-14
Closed -$1.26K 1602
2024
Q1
$1.26K Hold
14
﹤0.01% 1169
2023
Q4
$1.32K Buy
+14
New +$1.32K ﹤0.01% 1165