Summit Financial Strategies, Inc. WORTHINGTON STL INC Transaction History

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025
Number of Shares
8,771
Previous 8,839 0.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
N/A
-68 Reduced 0.77%
8,771 $0
Q1 2025

May 12, 2025
BUY
N/A
143 Added 1.64%
8,839 $0
Q4 2024

Jan 22, 2025
SELL
N/A
-4,733 Reduced 35.24%
8,696 $0
Q3 2024

Oct 16, 2024
SELL
N/A
-2,156 Reduced 13.83%
13,429 $0
Q2 2024

Jul 19, 2024
BUY
N/A
68 Added 0.44%
15,585 $0
Q4 2023

Feb 13, 2024
BUY
N/A
15,517 New
15,517 $0
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