Steward Partners Investment Advisory’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-67
| Closed | -$5.02K | – | 3566 |
|
|
2023
Q3 | $5.02K | Sell |
67
-5
| -7% | -$375 | ﹤0.01% | 2827 |
|
|
2023
Q2 | $6.88K | Sell |
72
-6
| -8% | -$573 | ﹤0.01% | 2688 |
|
|
2023
Q1 | $8.04K | Sell |
78
-5
| -6% | -$515 | ﹤0.01% | 2622 |
|
|
2022
Q4 | $8.84K | Sell |
83
-1
| -1% | -$106 | ﹤0.01% | 2581 |
|
|
2022
Q3 | $8K | Hold |
84
| – | – | ﹤0.01% | 2623 |
|
|
2022
Q2 | $9K | Hold |
84
| – | – | ﹤0.01% | 2571 |
|
|
2022
Q1 | $8K | Hold |
84
| – | – | ﹤0.01% | 2745 |
|
|
2021
Q4 | $10K | Hold |
84
| – | – | ﹤0.01% | 2609 |
|
|
2021
Q3 | $9K | Sell |
84
-26
| -24% | -$2.79K | ﹤0.01% | 2641 |
|
|
2021
Q2 | $13K | Hold |
110
| – | – | ﹤0.01% | 5662 |
|
|
2021
Q1 | $14K | Hold |
110
| – | – | ﹤0.01% | 2643 |
|
|
2020
Q4 | $13K | Sell |
110
-5
| -4% | -$591 | ﹤0.01% | 2220 |
|
|
2020
Q3 | $13K | Hold |
115
| – | – | ﹤0.01% | 2049 |
|
|
2020
Q2 | $11K | Hold |
115
| – | – | ﹤0.01% | 2008 |
|
|
2020
Q1 | $10K | Hold |
115
| – | – | ﹤0.01% | 1869 |
|
|
2019
Q4 | $11K | Hold |
115
| – | – | ﹤0.01% | 1986 |
|
|
2019
Q3 | $11K | Hold |
115
| – | – | ﹤0.01% | 1958 |
|
|
2019
Q2 | $10K | Buy |
+115
| New | +$10K | ﹤0.01% | 1991 |
|