IFG Advisory’s Worthington Steel WS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $453K | Buy |
15,178
+3,178
| +26% | +$94.8K | 0.02% | 484 |
|
2025
Q1 | $304K | Hold |
12,000
| – | – | 0.02% | 558 |
|
2024
Q4 | $382K | Sell |
12,000
-3,354
| -22% | -$107K | 0.02% | 478 |
|
2024
Q3 | $522K | Sell |
15,354
-152
| -1% | -$5.17K | 0.03% | 330 |
|
2024
Q2 | $517K | Buy |
15,506
+3,506
| +29% | +$117K | 0.03% | 393 |
|
2024
Q1 | $430K | Hold |
12,000
| – | – | 0.03% | 323 |
|
2023
Q4 | $337K | Buy |
+12,000
| New | +$337K | 0.02% | 451 |
|