Steward Partners Investment Advisory’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $59.9K | Hold |
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|
2025
Q2 | $68.7K | Sell |
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|
2025
Q1 | $57.5K | Hold |
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|
2024
Q4 | $46K | Buy |
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|
2024
Q3 | $44.3K | Sell |
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|
2024
Q2 | $59.9K | Hold |
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|
2024
Q1 | $78.8K | Sell |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $197K | Sell |
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|
2022
Q3 | $162K | Sell |
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|
2022
Q2 | $198K | Sell |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | $67.1K | Hold |
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|
2020
Q4 | $51K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $37K | Buy |
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