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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

SCL holding history

Stepan Co in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCL overviewAll 13F holders of SCLFull Q3 2023 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of SCL by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−692−100.0%Sold outHolders
Q4 2022692$73.7K<0.1%−14−2.0%ReducedHolders
Q3 2022706$66.1K<0.1%−4−0.6%ReducedHolders
Q2 2022710$72.0K<0.1%+214+43.1%AddedHolders
Q1 2022496$49.0K<0.1%+14+2.9%AddedHolders
Q4 2021482$59.9K<0.1%00.0%UnchangedHolders
Q3 2021482$54.4K<0.1%00.0%UnchangedHolders
Q2 2021482$58.0K<0.1%00.0%UnchangedHolders
Q1 2021482$61.3K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.