Worthington Industries shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Worthington Industries (WOR) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Worthington Industries
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All positions including Worthington Industries held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Worthington Industries by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $745k | 13k | 55.49 |
| 2025-06-30 | $855k | 13k | 63.64 |
| 2025-03-31 | $673k | 13k | 50.09 |
| 2024-12-31 | $536k | 13k | 40.11 |
| 2024-09-30 | $557k | 13k | 41.45 |
| 2024-06-30 | $738k | 16k | 47.33 |
| 2024-03-31 | $966k | 16k | 62.23 |
| 2023-09-30 | $1.0M | 17k | 61.82 |
| 2023-06-30 | $1.1M | 16k | 69.47 |
| 2023-03-31 | $1.3M | 20k | 64.65 |
| 2022-12-31 | $1.2M | 24k | 49.71 |
| 2022-09-30 | $1.1M | 30k | 38.13 |
| 2022-06-30 | $1.2M | 28k | 44.10 |
| 2022-03-31 | $1.4M | 28k | 51.39 |
| 2021-12-31 | $1.5M | 28k | 54.66 |
| 2021-09-30 | $1.3M | 24k | 52.69 |
| 2021-06-30 | $1.7M | 28k | 61.17 |
| 2020-12-31 | $427k | 8.3k | 51.34 |
| 2020-06-30 | $310k | 8.3k | 37.27 |
| 2019-09-30 | $300k | 8.3k | 36.03 |
| 2019-03-31 | $311k | 8.3k | 37.35 |
| 2018-12-31 | $290k | 8.3k | 34.83 |
| 2018-09-30 | $361k | 8.3k | 43.35 |
| 2018-03-31 | $357k | 8.3k | 42.87 |
| 2017-12-31 | $382k | 8.7k | 44.04 |
| 2017-09-30 | $409k | 8.9k | 45.97 |
| 2016-03-31 | $211k | 5.9k | 35.71 |
| 2015-09-30 | $201k | 7.6k | 26.49 |
| 2015-06-30 | $430k | 15k | 28.33 |
| 2015-03-31 | $202k | 7.6k | 26.62 |
| 2014-12-31 | $228k | 7.6k | 30.04 |
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