Sequoia Financial Advisors’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 | $326K | Buy |
5,116
+14
| +0.3% | +$891 | ﹤0.01% | 1220 |
|
|
2025
Q1 | $256K | Buy |
+5,102
| New | +$256K | ﹤0.01% | 1129 |
|
|
2024
Q4 | – | Sell |
-9,307
| Closed | -$386K | – | 1409 |
|
|
2024
Q3 | $386K | Buy |
9,307
+4,907
| +112% | +$203K | ﹤0.01% | 854 |
|
|
2024
Q2 | $208K | Buy |
4,400
+31
| +0.7% | +$1.47K | ﹤0.01% | 1085 |
|
|
2024
Q1 | $272K | Buy |
+4,369
| New | +$272K | ﹤0.01% | 901 |
|