River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,049
| Closed | -$355K | – | 199 |
|
|
2024
Q1 | $355K | Sell |
3,049
-119
| -4% | -$13.8K | 0.05% | 162 |
|
|
2023
Q4 | $386K | Sell |
3,168
-118
| -4% | -$14.4K | 0.06% | 154 |
|
|
2023
Q3 | $357K | Hold |
3,286
| – | – | 0.06% | 158 |
|
|
2023
Q2 | $360K | Hold |
3,286
| – | – | 0.06% | 167 |
|
|
2023
Q1 | $362K | Hold |
3,286
| – | – | 0.07% | 166 |
|
|
2022
Q4 | $396K | Hold |
3,286
| – | – | 0.08% | 165 |
|
|
2022
Q3 | $328K | Sell |
3,286
-275
| -8% | -$27.5K | 0.07% | 162 |
|
|
2022
Q2 | $347K | Hold |
3,561
| – | – | 0.06% | 171 |
|
|
2022
Q1 | $358K | Buy |
3,561
+275
| +8% | +$27.6K | 0.06% | 171 |
|
|
2021
Q4 | $308K | Buy |
3,286
+232
| +8% | +$21.7K | 0.05% | 188 |
|
|
2021
Q3 | $272K | Hold |
3,054
| – | – | 0.05% | 188 |
|
|
2021
Q2 | $291K | Buy |
3,054
+120
| +4% | +$11.4K | 0.05% | 186 |
|
|
2021
Q1 | $284K | Buy |
2,934
+372
| +15% | +$36K | 0.05% | 186 |
|
|
2020
Q4 | $243K | Hold |
2,562
| – | – | 0.05% | 189 |
|
|
2020
Q3 | $205K | Buy |
+2,562
| New | +$205K | 0.05% | 194 |
|
|
2019
Q1 | – | Sell |
-194
| Closed | -$14K | – | 281 |
|
|
2018
Q4 | $14K | Sell |
194
-350
| -64% | -$25.3K | 0.01% | 378 |
|
|
2018
Q3 | $47K | Hold |
544
| – | – | 0.02% | 282 |
|
|
2018
Q2 | $44K | Buy |
+544
| New | +$44K | 0.02% | 281 |
|