Sequoia Financial Advisors’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 | $3.42M | Buy |
27,488
+3,304
| +14% | +$411K | 0.02% | 349 |
|
2025
Q1 | $3.19M | Buy |
24,184
+21,136
| +693% | +$2.78M | 0.02% | 345 |
|
2024
Q4 | $340K | Buy |
3,048
+446
| +17% | +$49.7K | ﹤0.01% | 964 |
|
2024
Q3 | $276K | Buy |
+2,602
| New | +$276K | ﹤0.01% | 1010 |
|
2024
Q2 | – | Sell |
-2,698
| Closed | -$314K | – | 1221 |
|
2024
Q1 | $314K | Sell |
2,698
-939
| -26% | -$109K | ﹤0.01% | 837 |
|
2023
Q4 | $443K | Buy |
3,637
+1,526
| +72% | +$186K | 0.01% | 771 |
|
2023
Q3 | $230K | Buy |
2,111
+99
| +5% | +$10.8K | ﹤0.01% | 800 |
|
2023
Q2 | $221K | Buy |
2,012
+49
| +2% | +$5.37K | ﹤0.01% | 823 |
|
2023
Q1 | $216K | Sell |
1,963
-62
| -3% | -$6.82K | ﹤0.01% | 737 |
|
2022
Q4 | $244K | Buy |
+2,025
| New | +$244K | 0.01% | 657 |
|
2022
Q3 | – | Sell |
-2,229
| Closed | -$218K | – | 559 |
|
2022
Q2 | $218K | Buy |
2,229
+50
| +2% | +$4.89K | 0.01% | 523 |
|
2022
Q1 | $220K | Buy |
+2,179
| New | +$220K | 0.01% | 596 |
|