Cassaday & Co Wealth Management’s Globe Life GL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $298K | Hold |
2,400
| – | – | 0.01% | 271 |
|
2025
Q1 | $316K | Hold |
2,400
| – | – | 0.01% | 247 |
|
2024
Q4 | $268K | Hold |
2,400
| – | – | 0.01% | 269 |
|
2024
Q3 | $254K | Buy |
+2,400
| New | +$254K | 0.01% | 270 |
|
2023
Q2 | – | Sell |
-2,398
| Closed | -$264K | – | 261 |
|
2023
Q1 | $264K | Hold |
2,398
| – | – | 0.01% | 216 |
|
2022
Q4 | $289K | Buy |
+2,398
| New | +$289K | 0.01% | 201 |
|