Jones Financial Companies’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 | $59.3K | Buy |
929
+395
| +74% | +$25.2K | ﹤0.01% | 2151 |
|
|
2025
Q1 | $27K | Buy |
534
+82
| +18% | +$4.14K | ﹤0.01% | 2311 |
|
|
2024
Q4 | $18.1K | Buy |
452
+202
| +81% | +$8.1K | ﹤0.01% | 2295 |
|
|
2024
Q3 | $10.2K | Hold |
250
| – | – | ﹤0.01% | 2203 |
|
|
2024
Q2 | $11.8K | Buy |
+250
| New | +$11.8K | ﹤0.01% | 1709 |
|
|
2021
Q1 | – | Sell |
-227
| Closed | -$7K | – | 876 |
|
|
2020
Q4 | $7K | Buy |
+227
| New | +$7K | ﹤0.01% | 470 |
|