Legacy Capital Wealth Partners’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	$364K	Sell	2,613 -10	-0.4%	-$1.41K	0.07%	265
2025 Q4	$367K	Sell	2,623 -24	-0.9%	-$3.25K	0.08%	260
2025 Q3	$378K	Sell	2,647 -1,463	-36%	-$198K	0.08%	259
2025 Q2	$511K	Sell	4,110 -84	-2%	-$10.2K	0.12%	192
2025 Q1	$552K	Buy	4,194 +36	+0.9%	+$4.41K	0.14%	162
2024 Q4	$464K	Sell	4,158 -91	-2%	-$9.82K	0.11%	194
2024 Q3	$450K	Buy	+4,249	New	+$407K	0.09%	212
2024 Q1	–	Sell	-3,493	Closed	-$425K	–	198
2023 Q4	$425K	Buy	3,493 +81	+2%	+$9.52K	0.12%	170
2023 Q3	$371K	Buy	+3,412	New	+$381K	0.1%	187
2023 Q2	–	Sell	-2,602	Closed	-$286K	–	112
2023 Q1	$286K	Buy	+2,602	New	+$305K	0.08%	199