Congress 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	$442K	Buy	3,554 +54	+2%	+$6.71K	﹤0.01%	961
2025 Q1	$461K	Sell	3,500 -13	-0.4%	-$1.71K	0.01%	837
2024 Q4	$392K	Buy	+3,513	New	+$392K	0.01%	698