Sit Investment Associates’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 | $295K | Hold |
5,400
| – | – | 0.01% | 439 |
|
|
2025
Q1 | $297K | Hold |
5,400
| – | – | 0.01% | 443 |
|
|
2024
Q4 | $349K | Hold |
5,400
| – | – | 0.01% | 441 |
|
|
2024
Q3 | $417K | Hold |
5,400
| – | – | 0.01% | 445 |
|
|
2024
Q2 | $453K | Buy |
5,400
+1,075
| +25% | +$90.2K | 0.01% | 418 |
|
|
2024
Q1 | $389K | Buy |
4,325
+725
| +20% | +$65.2K | 0.01% | 422 |
|
|
2023
Q4 | $340K | Hold |
3,600
| – | – | 0.01% | 431 |
|
|
2023
Q3 | $270K | Hold |
3,600
| – | – | 0.01% | 440 |
|
|
2023
Q2 | $344K | Hold |
3,600
| – | – | 0.01% | 445 |
|
|
2023
Q1 | $371K | Buy |
3,600
+1,400
| +64% | +$144K | 0.01% | 430 |
|
|
2022
Q4 | $234K | Buy |
2,200
+1,100
| +100% | +$117K | 0.01% | 453 |
|
|
2022
Q3 | $103K | Buy |
+1,100
| New | +$103K | ﹤0.01% | 484 |
|