Pinnacle Wealth Planning Services’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 | $265K | Sell |
2,135
-7
| -0.3% | -$870 | 0.03% | 335 |
|
|
2025
Q1 | $282K | Sell |
2,142
-151
| -7% | -$19.9K | 0.04% | 278 |
|
|
2024
Q4 | $256K | Buy |
2,293
+88
| +4% | +$9.81K | 0.04% | 295 |
|
|
2024
Q3 | $234K | Buy |
+2,205
| New | +$234K | 0.03% | 401 |
|
|
2021
Q1 | – | Sell |
-232
| Closed | -$22K | – | 980 |
|
|
2020
Q4 | $22K | Buy |
+232
| New | +$22K | 0.01% | 1115 |
|