Sequoia Financial Advisors’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	$3.83M	Sell	27,497 -2,535	-8%	-$358K	0.02%	388
2025 Q4	$4.2M	Buy	30,032 +2,255	+8%	+$305K	0.02%	359
2025 Q3	$3.97M	Buy	27,777 +289	+1%	+$39.2K	0.02%	349
2025 Q2	$3.42M	Buy	27,488 +3,304	+14%	+$401K	0.02%	351
2025 Q1	$3.19M	Buy	24,184 +21,136	+693%	+$2.59M	0.02%	347
2024 Q4	$340K	Buy	3,048 +446	+17%	+$48.1K	﹤0.01%	970
2024 Q3	$276K	Buy	+2,602	New	+$250K	﹤0.01%	1012
2024 Q2	–	Sell	-2,698	Closed	-$314K	–	1247
2024 Q1	$314K	Sell	2,698 -939	-26%	-$115K	﹤0.01%	841
2023 Q4	$443K	Buy	3,637 +1,526	+72%	+$179K	0.01%	773
2023 Q3	$230K	Buy	2,111 +99	+5%	+$11.1K	﹤0.01%	803
2023 Q2	$221K	Buy	2,012 +49	+2%	+$5.27K	﹤0.01%	825
2023 Q1	$216K	Sell	1,963 -62	-3%	-$7.28K	﹤0.01%	740
2022 Q4	$244K	Buy	+2,025	New	+$232K	0.01%	658
2022 Q3	–	Sell	-2,229	Closed	-$218K	–	559
2022 Q2	$218K	Buy	2,229 +50	+2%	+$4.9K	0.01%	523
2022 Q1	$220K	Buy	+2,179	New	+$221K	0.01%	596