Heritage Wealth Management (Ohio)’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	$542K	Sell	4,362 -200	-4%	-$24.9K	0.18%	125
2025 Q1	$601K	Hold	4,562	–	–	0.2%	117
2024 Q4	$509K	Hold	4,562	–	–	0.17%	131
2024 Q3	$483K	Hold	4,562	–	–	0.16%	140
2024 Q2	$372K	Buy	+4,562	New	+$372K	0.12%	162