Forum Financial 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	-3,380	Closed	-$473K	–	601
2025 Q4	$473K	Hold	3,380	–	–	0.01%	503
2025 Q3	$483K	Sell	3,380 -206	-6%	-$27.9K	0.01%	472
2025 Q2	$446K	Buy	3,586 +936	+35%	+$114K	0.01%	464
2025 Q1	$349K	Sell	2,650 -5	-0.2%	-$612	0.01%	514
2024 Q4	$296K	Buy	2,655 +2	+0.1%	+$216	﹤0.01%	626
2024 Q3	$281K	Sell	2,653 -22	-0.8%	-$2.11K	﹤0.01%	551
2024 Q2	$220K	Buy	2,675 +6	+0.2%	+$497	﹤0.01%	628
2024 Q1	$311K	Hold	2,669	–	–	0.01%	489
2023 Q4	$325K	Hold	2,669	–	–	0.01%	424
2023 Q3	$290K	Hold	2,669	–	–	0.01%	431
2023 Q2	$293K	Buy	2,669 +42	+2%	+$4.51K	0.01%	439
2023 Q1	$289K	Hold	2,627	–	–	0.01%	409
2022 Q4	$317K	Hold	2,627	–	–	0.01%	376
2022 Q3	$262K	Hold	2,627	–	–	0.01%	389
2022 Q2	$256K	Buy	+2,627	New	+$258K	0.01%	417
2022 Q1	–	Sell	-2,376	Closed	-$223K	–	638
2021 Q4	$223K	Buy	+2,376	New	+$220K	0.01%	565