Jones Financial Companies
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Jones Financial Companies’s Worthington Enterprises WOR Stock Holding History

Jones Financial Companies’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104K Buy
2,055
+1,123
+120% +$60.1K ﹤0.01% 2653
2025
Q4 		$48.1K Buy
932
+3
+0.3% +$166 ﹤0.01% 2542
2025
Q3 		$50.6K Hold
929
– – ﹤0.01% 2374
2025
Q2 		$59.3K Buy
929
+395
+74% +$21.9K ﹤0.01% 2151
2025
Q1 		$27K Buy
534
+82
+18% +$3.46K ﹤0.01% 2311
2024
Q4 		$18.1K Buy
452
+202
+81% +$8.18K ﹤0.01% 2295
2024
Q3 		$10.2K Hold
250
– – ﹤0.01% 2203
2024
Q2 		$11.8K Buy
+250
New +$14.1K ﹤0.01% 1709
2021
Q1 		– Sell
-227
Closed -$7K – 876
2020
Q4 		$7K Buy
+227
New +$7.07K ﹤0.01% 470

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