Allworth Financial’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16K | Buy |
34
+1
| +3% | +$64 | ﹤0.01% | 3664 |
|
|
2025
Q1 | $1.63K | Sell |
33
-2
| -6% | -$99 | ﹤0.01% | 3275 |
|
|
2024
Q4 | $1.47K | Hold |
35
| – | – | ﹤0.01% | 3265 |
|
|
2024
Q3 | $1.45K | Sell |
35
-11
| -24% | -$456 | ﹤0.01% | 3086 |
|
|
2024
Q2 | $2.23K | Buy |
46
+11
| +31% | +$534 | ﹤0.01% | 2878 |
|
|
2024
Q1 | $2.18K | Buy |
35
+5
| +17% | +$311 | ﹤0.01% | 2774 |
|
|
2023
Q4 | $1.73K | Sell |
30
-25
| -45% | -$1.44K | ﹤0.01% | 2742 |
|
|
2023
Q3 | $2.1K | Buy |
+55
| New | +$2.1K | ﹤0.01% | 2520 |
|
|
2022
Q4 | – | Sell |
-393
| Closed | -$9K | – | 3217 |
|
|
2022
Q3 | $9K | Buy |
+393
| New | +$9K | ﹤0.01% | 1717 |
|
|
2021
Q4 | – | Sell |
-370
| Closed | -$12K | – | 2139 |
|
|
2021
Q3 | $12K | Buy |
+370
| New | +$12K | ﹤0.01% | 1245 |
|