IFP Advisors’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.03K | Sell |
39
-15
| -28% | -$803 | ﹤0.01% | 3955 |
|
|
2025
Q4 | $2.79K | Buy |
54
+44
| +440% | +$2.43K | ﹤0.01% | 3711 |
|
|
2025
Q3 | $555 | Buy |
+10
| New | +$630 | ﹤0.01% | 4144 |
|
|
2025
Q2 | – | Sell |
-184
| Closed | -$10.2K | – | 3881 |
|
|
2025
Q1 | $9.82K | Hold |
184
| – | – | ﹤0.01% | 2583 |
|
|
2024
Q4 | $7.86K | Sell |
184
-6
| -3% | -$243 | ﹤0.01% | 2624 |
|
|
2024
Q3 | $7.88K | Hold |
190
| – | – | ﹤0.01% | 2522 |
|
|
2024
Q2 | $9.04K | Sell |
190
-345
| -64% | -$19.5K | ﹤0.01% | 2374 |
|
|
2024
Q1 | $33.3K | Buy |
535
+345
| +182% | +$20.5K | ﹤0.01% | 1747 |
|
|
2023
Q4 | $10.9K | Sell |
190
-118
| -38% | -$5.18K | ﹤0.01% | 2157 |
|
|
2023
Q3 | $11.7K | Hold |
308
| – | – | ﹤0.01% | 2189 |
|
|
2023
Q2 | $13.2K | Buy |
308
+214
| +228% | +$7.93K | ﹤0.01% | 2197 |
|
|
2023
Q1 | $2.84K | Sell |
94
-613
| -87% | -$21.7K | ﹤0.01% | 2780 |
|
|
2022
Q4 | $22K | Buy |
707
+383
| +118% | +$11.9K | ﹤0.01% | 2822 |
|
|
2022
Q3 | $10K | Hold |
324
| – | – | ﹤0.01% | 3675 |
|
|
2022
Q2 | $10K | Hold |
324
| – | – | ﹤0.01% | 3431 |
|
|
2022
Q1 | $10K | Hold |
324
| – | – | ﹤0.01% | 3431 |
|
|
2021
Q4 | $11K | Hold |
324
| – | – | ﹤0.01% | 2196 |
|
|
2021
Q3 | $11K | Hold |
324
| – | – | ﹤0.01% | 2247 |
|
|
2021
Q2 | $12K | Sell |
324
-886
| -73% | -$35.9K | ﹤0.01% | 2157 |
|
|
2021
Q1 | $49K | Buy |
1,210
+886
| +273% | +$33.9K | ﹤0.01% | 1484 |
|
|
2020
Q4 | $10K | Hold |
324
| – | – | ﹤0.01% | 2088 |
|
|
2020
Q3 | $8K | Buy |
+324
| New | +$7.89K | ﹤0.01% | 2008 |
|
|
2018
Q3 | – | Sell |
-417
| Closed | -$11K | – | 4045 |
|
|
2018
Q2 | $11K | Buy |
417
+96
| +30% | +$2.72K | ﹤0.01% | 2853 |
|
|
2018
Q1 | $9K | Hold |
321
| – | – | ﹤0.01% | 2867 |
|
|
2017
Q4 | $9K | Buy |
321
+159
| +98% | +$4.25K | ﹤0.01% | 2912 |
|
|
2017
Q3 | $5K | Hold |
162
| – | – | ﹤0.01% | 3422 |
|
|
2017
Q2 | $5K | Hold |
162
| – | – | ﹤0.01% | 3437 |
|
|
2017
Q1 | $5K | Buy |
162
+63
| +64% | +$1.9K | ﹤0.01% | 3334 |
|
|
2016
Q4 | $3K | Buy |
99
+65
| +191% | +$2.09K | ﹤0.01% | 3553 |
|
|
2016
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 3784 |
|
|
2016
Q2 | $1K | Buy |
+34
| New | +$785 | ﹤0.01% | 3695 |
|
|
2016
Q1 | – | Sell |
-34
| Closed | -$1K | – | 3471 |
|
|
2015
Q4 | $1K | Buy |
+34
| New | +$629 | ﹤0.01% | 3584 |
|
Other funds holding WOR
VPM
VCM
NAMI
