Savant Capital’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,043
| Closed | -$262K | – | 1643 |
|
2024
Q4 | $262K | Sell |
4,043
-717
| -15% | -$46.4K | ﹤0.01% | 1180 |
|
2024
Q3 | $368K | Sell |
4,760
-1,234
| -21% | -$95.3K | ﹤0.01% | 1002 |
|
2024
Q2 | $503K | Sell |
5,994
-516
| -8% | -$43.3K | 0.01% | 791 |
|
2024
Q1 | $586K | Sell |
6,510
-865
| -12% | -$77.9K | 0.01% | 687 |
|
2023
Q4 | $697K | Sell |
7,375
-615
| -8% | -$58.1K | 0.01% | 493 |
|
2023
Q3 | $599K | Sell |
7,990
-2
| -0% | -$150 | 0.01% | 488 |
|
2023
Q2 | $764K | Sell |
7,992
-1
| -0% | -$96 | 0.01% | 437 |
|
2023
Q1 | $824K | Sell |
7,993
-940
| -11% | -$96.8K | 0.02% | 365 |
|
2022
Q4 | $951K | Sell |
8,933
-659
| -7% | -$70.2K | 0.02% | 263 |
|
2022
Q3 | $898K | Sell |
9,592
-64
| -0.7% | -$5.99K | 0.03% | 247 |
|
2022
Q2 | $979K | Sell |
9,656
-144
| -1% | -$14.6K | 0.03% | 232 |
|
2022
Q1 | $968K | Sell |
9,800
-91
| -0.9% | -$8.99K | 0.03% | 244 |
|
2021
Q4 | $1.23M | Buy |
9,891
+58
| +0.6% | +$7.21K | 0.04% | 216 |
|
2021
Q3 | $1.11M | Sell |
9,833
-2
| -0% | -$226 | 0.04% | 206 |
|
2021
Q2 | $1.18M | Sell |
9,835
-383
| -4% | -$46.1K | 0.05% | 187 |
|
2021
Q1 | $1.3M | Hold |
10,218
| – | – | 0.07% | 163 |
|
2020
Q4 | $1.22M | Sell |
10,218
-76
| -0.7% | -$9.07K | 0.07% | 167 |
|
2020
Q3 | $1.12M | Buy |
10,294
+6
| +0.1% | +$654 | 0.08% | 163 |
|
2020
Q2 | $999K | Hold |
10,288
| – | – | 0.08% | 173 |
|
2020
Q1 | $910K | Buy |
+10,288
| New | +$910K | 0.09% | 161 |
|