Sugarloaf Wealth Management’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-28
| Closed | -$2.35K | – | 712 |
|
|
2024
Q2 | $2.35K | Hold |
28
| – | – | ﹤0.01% | 579 |
|
|
2024
Q1 | $2.52K | Hold |
28
| – | – | ﹤0.01% | 582 |
|
|
2023
Q4 | $2.65K | Hold |
28
| – | – | ﹤0.01% | 587 |
|
|
2023
Q3 | $2.1K | Hold |
28
| – | – | ﹤0.01% | 599 |
|
|
2023
Q2 | $2.68K | Hold |
28
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $2.89K | Hold |
28
| – | – | ﹤0.01% | 588 |
|
|
2022
Q4 | $2.98K | Hold |
28
| – | – | ﹤0.01% | 636 |
|
|
2022
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 675 |
|
|
2022
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 661 |
|
|
2022
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 614 |
|
|
2021
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 654 |
|
|
2021
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 647 |
|
|
2021
Q1 | $4 | Hold |
28
| – | – | ﹤0.01% | 614 |
|
|
2020
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 609 |
|
|
2020
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 586 |
|
|
2020
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 579 |
|
|
2020
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 612 |
|
|
2019
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 610 |
|