AE Wealth Management’s Globe Life GL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,566
| Closed | -$219K | – | 2632 |
|
|
2025
Q4 | $219K | Buy |
+1,566
| New | +$212K | ﹤0.01% | 1477 |
|
|
2024
Q3 | – | Sell |
-2,695
| Closed | -$222K | – | 1273 |
|
|
2024
Q2 | $222K | Sell |
2,695
-75,670
| -97% | -$6.27M | ﹤0.01% | 1128 |
|
|
2024
Q1 | $9.12M | Sell |
78,365
-2,744
| -3% | -$336K | 0.1% | 228 |
|
|
2023
Q4 | $10M | Buy |
81,109
+64
| +0.1% | +$7.52K | 0.05% | 392 |
|
|
2023
Q3 | $8.81M | Buy |
81,045
+610
| +0.8% | +$68.1K | 0.05% | 408 |
|
|
2023
Q2 | $8.82M | Sell |
80,435
-41,143
| -34% | -$4.42M | 0.05% | 392 |
|
|
2023
Q1 | $13.4M | Sell |
121,578
-3,042
| -2% | -$357K | 0.09% | 280 |
|
|
2022
Q4 | $15M | Buy |
124,620
+10,425
| +9% | +$1.19M | 0.11% | 220 |
|
|
2022
Q3 | $11.4M | Buy |
114,195
+3,740
| +3% | +$375K | 0.09% | 238 |
|
|
2022
Q2 | $10.8M | Sell |
110,455
-28,561
| -21% | -$2.8M | 0.09% | 257 |
|
|
2022
Q1 | $14M | Buy |
139,016
+45,472
| +49% | +$4.61M | 0.1% | 220 |
|
|
2021
Q4 | $8.77M | Buy |
93,544
+1,873
| +2% | +$173K | 0.06% | 299 |
|
|
2021
Q3 | $8.16M | Buy |
91,671
+2,115
| +2% | +$198K | 0.07% | 275 |
|
|
2021
Q2 | $8.53M | Buy |
89,556
+2,308
| +3% | +$236K | 0.07% | 248 |
|
|
2021
Q1 | $8.43M | Buy |
87,248
+78,443
| +891% | +$7.52M | 0.09% | 228 |
|
|
2020
Q4 | $836K | Buy |
8,805
+917
| +12% | +$81.6K | 0.01% | 772 |
|
|
2020
Q3 | $630K | Sell |
7,888
-810
| -9% | -$64.7K | 0.01% | 786 |
|
|
2020
Q2 | $646K | Sell |
8,698
-14,899
| -63% | -$1.13M | 0.01% | 765 |
|
|
2020
Q1 | $1.7M | Buy |
23,597
+4,339
| +23% | +$409K | 0.04% | 342 |
|
|
2019
Q4 | $2.03M | Buy |
19,258
+5,179
| +37% | +$516K | 0.04% | 341 |
|
|
2019
Q3 | $1.35M | Buy |
14,079
+2,529
| +22% | +$230K | 0.04% | 362 |
|
|
2019
Q2 | $1.03M | Buy |
11,550
+8,006
| +226% | +$698K | 0.03% | 406 |
|
|
2019
Q1 | $290K | Buy |
+3,544
| New | +$290K | 0.02% | 474 |
|
Other funds holding GL
VCM
VPM
N
