Steward Partners Investment Advisory’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 | $68.7K | Sell |
1,079
-69
| -6% | -$4.39K | ﹤0.01% | 2309 |
|
|
2025
Q1 | $57.5K | Hold |
1,148
| – | – | ﹤0.01% | 2310 |
|
|
2024
Q4 | $46K | Buy |
1,148
+79
| +7% | +$3.17K | ﹤0.01% | 2381 |
|
|
2024
Q3 | $44.3K | Sell |
1,069
-197
| -16% | -$8.17K | ﹤0.01% | 2292 |
|
|
2024
Q2 | $59.9K | Hold |
1,266
| – | – | ﹤0.01% | 2015 |
|
|
2024
Q1 | $78.8K | Sell |
1,266
-2,727
| -68% | -$170K | ﹤0.01% | 1876 |
|
|
2023
Q4 | $230K | Sell |
3,993
-2,278
| -36% | -$131K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $239K | Buy |
6,271
+253
| +4% | +$9.64K | ﹤0.01% | 1203 |
|
|
2023
Q2 | $258K | Buy |
6,018
+10
| +0.2% | +$428 | ﹤0.01% | 1179 |
|
|
2023
Q1 | $239K | Sell |
6,008
-431
| -7% | -$17.2K | ﹤0.01% | 1205 |
|
|
2022
Q4 | $197K | Sell |
6,439
-469
| -7% | -$14.4K | ﹤0.01% | 1238 |
|
|
2022
Q3 | $162K | Sell |
6,908
-360
| -5% | -$8.44K | ﹤0.01% | 1290 |
|
|
2022
Q2 | $198K | Sell |
7,268
-63
| -0.9% | -$1.72K | ﹤0.01% | 1214 |
|
|
2022
Q1 | $232K | Buy |
7,331
+762
| +12% | +$24.1K | ﹤0.01% | 1240 |
|
|
2021
Q4 | $221K | Buy |
6,569
+401
| +7% | +$13.5K | ﹤0.01% | 1272 |
|
|
2021
Q3 | $200K | Buy |
6,168
+538
| +10% | +$17.4K | ﹤0.01% | 1272 |
|
|
2021
Q2 | $212K | Buy |
5,630
+4,008
| +247% | +$151K | ﹤0.01% | 1497 |
|
|
2021
Q1 | $67.1K | Hold |
1,622
| – | – | ﹤0.01% | 1841 |
|
|
2020
Q4 | $51K | Hold |
1,622
| – | – | ﹤0.01% | 1667 |
|
|
2020
Q3 | $41K | Hold |
1,622
| – | – | ﹤0.01% | 1588 |
|
|
2020
Q2 | $37K | Buy |
+1,622
| New | +$37K | ﹤0.01% | 1544 |
|