Creative Planning’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 | $8.82M | Buy |
63,368
+16,118
| +34% | +$2.28M | 0.01% | 778 |
|
|
2025
Q4 | $6.61M | Buy |
47,250
+3,374
| +8% | +$457K | ﹤0.01% | 826 |
|
|
2025
Q3 | $6.27M | Buy |
43,876
+7,021
| +19% | +$951K | ﹤0.01% | 750 |
|
|
2025
Q2 | $4.58M | Buy |
36,855
+101
| +0.3% | +$12.3K | ﹤0.01% | 804 |
|
|
2025
Q1 | $4.84M | Buy |
36,754
+3,467
| +10% | +$424K | ﹤0.01% | 722 |
|
|
2024
Q4 | $3.71M | Buy |
33,287
+810
| +2% | +$87.4K | ﹤0.01% | 796 |
|
|
2024
Q3 | $3.44M | Buy |
32,477
+9,892
| +44% | +$949K | ﹤0.01% | 797 |
|
|
2024
Q2 | $1.86M | Buy |
22,585
+2,827
| +14% | +$234K | ﹤0.01% | 1024 |
|
|
2024
Q1 | $2.3M | Sell |
19,758
-1,051
| -5% | -$129K | ﹤0.01% | 914 |
|
|
2023
Q4 | $2.53M | Buy |
20,809
+39
| +0.2% | +$4.58K | ﹤0.01% | 812 |
|
|
2023
Q3 | $2.26M | Sell |
20,770
-54
| -0.3% | -$6.03K | ﹤0.01% | 809 |
|
|
2023
Q2 | $2.28M | Sell |
20,824
-960
| -4% | -$103K | ﹤0.01% | 757 |
|
|
2023
Q1 | $2.4M | Buy |
21,784
+1,174
| +6% | +$138K | ﹤0.01% | 718 |
|
|
2022
Q4 | $2.48M | Buy |
20,610
+2,046
| +11% | +$234K | ﹤0.01% | 679 |
|
|
2022
Q3 | $1.85M | Buy |
18,564
+113
| +0.6% | +$11.3K | ﹤0.01% | 724 |
|
|
2022
Q2 | $1.8M | Buy |
18,451
+15,394
| +504% | +$1.51M | ﹤0.01% | 752 |
|
|
2022
Q1 | $308K | Buy |
3,057
+4
| +0.1% | +$406 | ﹤0.01% | 1625 |
|
|
2021
Q4 | $286K | Sell |
3,053
-568
| -16% | -$52.5K | ﹤0.01% | 1656 |
|
|
2021
Q3 | $322K | Buy |
3,621
+595
| +20% | +$55.6K | ﹤0.01% | 1543 |
|
|
2021
Q2 | $288K | Buy |
3,026
+532
| +21% | +$54.5K | ﹤0.01% | 1589 |
|
|
2021
Q1 | $241K | Sell |
2,494
-522
| -17% | -$50K | ﹤0.01% | 1949 |
|
|
2020
Q4 | $286K | Sell |
3,016
-781
| -21% | -$69.5K | ﹤0.01% | 1660 |
|
|
2020
Q3 | $303K | Sell |
3,797
-247
| -6% | -$19.7K | ﹤0.01% | 1420 |
|
|
2020
Q2 | $300K | Sell |
4,044
-350
| -8% | -$26.6K | ﹤0.01% | 1301 |
|
|
2020
Q1 | $316K | Hold |
4,394
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q4 | $462K | Sell |
4,394
-298
| -6% | -$29.7K | ﹤0.01% | 1159 |
|
|
2019
Q3 | $449K | Buy |
4,692
+764
| +19% | +$69.4K | ﹤0.01% | 1130 |
|
|
2019
Q2 | $351K | Sell |
3,928
-997
| -20% | -$87K | ﹤0.01% | 1274 |
|
|
2019
Q1 | $404K | Buy |
4,925
+227
| +5% | +$18.6K | ﹤0.01% | 1165 |
|
|
2018
Q4 | $350K | Sell |
4,698
-615
| -12% | -$51.1K | ﹤0.01% | 1144 |
|
|
2018
Q3 | $461K | Sell |
5,313
-142
| -3% | -$12.3K | ﹤0.01% | 1124 |
|
|
2018
Q2 | $444K | Sell |
5,455
-294
| -5% | -$25K | ﹤0.01% | 1131 |
|
|
2018
Q1 | $484K | Buy |
5,749
+1,130
| +24% | +$98.8K | ﹤0.01% | 1104 |
|
|
2017
Q4 | $419K | Sell |
4,619
-1,993
| -30% | -$171K | ﹤0.01% | 1175 |
|
|
2017
Q3 | $530K | Sell |
6,612
-957
| -13% | -$74.6K | ﹤0.01% | 1030 |
|
|
2017
Q2 | $579K | Sell |
7,569
-25
| -0.3% | -$1.9K | ﹤0.01% | 946 |
|
|
2017
Q1 | $585K | Buy |
7,594
+25
| +0.3% | +$1.9K | ﹤0.01% | 909 |
|
|
2016
Q4 | $558K | Buy |
7,569
+50
| +0.7% | +$3.43K | ﹤0.01% | 875 |
|
|
2016
Q3 | $480K | Buy |
7,519
+1,080
| +17% | +$67.9K | ﹤0.01% | 919 |
|
|
2016
Q2 | $398K | Hold |
6,439
| – | – | ﹤0.01% | 894 |
|
|
2016
Q1 | $349K | Hold |
6,439
| – | – | ﹤0.01% | 912 |
|
|
2015
Q4 | $368K | Hold |
6,439
| – | – | ﹤0.01% | 896 |
|
|
2015
Q3 | $363K | Buy |
+6,439
| New | +$382K | ﹤0.01% | 881 |
|
|
2015
Q2 | – | Sell |
-6,969
| Closed | -$383K | – | 1830 |
|
|
2015
Q1 | $383K | Buy |
6,969
+530
| +8% | +$28.2K | ﹤0.01% | 856 |
|
|
2014
Q4 | $349K | Sell |
6,439
-64
| -1% | -$3.39K | ﹤0.01% | 864 |
|
|
2014
Q3 | $341K | Sell |
6,503
-1
| -0% | -$54 | ﹤0.01% | 810 |
|
|
2014
Q2 | $355K | Buy |
6,504
+64
| +1% | +$3.42K | ﹤0.01% | 775 |
|
|
2014
Q1 | $338K | Hold |
6,440
| – | – | 0.01% | 773 |
|
|
2013
Q4 | $335K | Sell |
6,440
-150
| -2% | -$7.48K | 0.01% | 642 |
|
|
2013
Q3 | $318K | Sell |
6,590
-15
| -0.2% | -$705 | 0.01% | 580 |
|
|
2013
Q2 | $287K | Buy |
+6,605
| New | +$276K | 0.01% | 561 |
|
Other funds holding GL
VCM
VPM
N
