Perigon Wealth Management’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 | $352K | Sell |
2,831
-105
| -4% | -$13.1K | 0.01% | 793 |
|
|
2025
Q1 | $387K | Sell |
2,936
-9
| -0.3% | -$1.19K | 0.01% | 716 |
|
|
2024
Q4 | $345K | Sell |
2,945
-118
| -4% | -$13.8K | 0.01% | 766 |
|
|
2024
Q3 | $324K | Sell |
3,063
-230
| -7% | -$24.4K | 0.01% | 753 |
|
|
2024
Q2 | $271K | Buy |
3,293
+674
| +26% | +$55.5K | 0.01% | 725 |
|
|
2024
Q1 | $305K | Buy |
2,619
+184
| +8% | +$21.4K | 0.01% | 679 |
|
|
2023
Q4 | $296K | Buy |
2,435
+8
| +0.3% | +$974 | 0.01% | 660 |
|
|
2023
Q3 | $264K | Buy |
2,427
+17
| +0.7% | +$1.85K | 0.01% | 639 |
|
|
2023
Q2 | $264K | Sell |
2,410
-103
| -4% | -$11.3K | 0.01% | 651 |
|
|
2023
Q1 | $276K | Sell |
2,513
-345
| -12% | -$38K | 0.02% | 567 |
|
|
2022
Q4 | $345K | Buy |
+2,858
| New | +$345K | 0.02% | 490 |
|
|
2021
Q1 | – | Sell |
-305
| Closed | -$29K | – | 701 |
|
|
2020
Q4 | $29K | Buy |
+305
| New | +$29K | ﹤0.01% | 897 |
|