JFS Wealth Advisors’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 | $11.4K | Buy |
92
+16
| +21% | +$1.99K | ﹤0.01% | 824 |
|
2025
Q1 | $10K | Buy |
76
+7
| +10% | +$922 | ﹤0.01% | 882 |
|
2024
Q4 | $7.7K | Sell |
69
-1
| -1% | -$112 | ﹤0.01% | 951 |
|
2024
Q3 | $7.41K | Buy |
70
+19
| +37% | +$2.01K | ﹤0.01% | 960 |
|
2024
Q2 | $4.2K | Sell |
51
-138
| -73% | -$11.4K | ﹤0.01% | 1132 |
|
2024
Q1 | $22K | Hold |
189
| – | – | ﹤0.01% | 609 |
|
2023
Q4 | $23K | Buy |
189
+3
| +2% | +$365 | ﹤0.01% | 558 |
|
2023
Q3 | $20.2K | Sell |
186
-2
| -1% | -$217 | ﹤0.01% | 549 |
|
2023
Q2 | $20.6K | Sell |
188
-1
| -0.5% | -$110 | ﹤0.01% | 538 |
|
2023
Q1 | $20.8K | Sell |
189
-10
| -5% | -$1.1K | ﹤0.01% | 531 |
|
2022
Q4 | $24K | Buy |
199
+1
| +0.5% | +$121 | ﹤0.01% | 488 |
|
2022
Q3 | $20K | Buy |
198
+30
| +18% | +$3.03K | ﹤0.01% | 570 |
|
2022
Q2 | $16K | Sell |
168
-17
| -9% | -$1.62K | ﹤0.01% | 631 |
|
2022
Q1 | $19K | Buy |
185
+163
| +741% | +$16.7K | ﹤0.01% | 618 |
|
2021
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1081 |
|