Venturi 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 | $1M | Sell |
8,051
-175
| -2% | -$21.8K | 0.05% | 201 |
|
2025
Q1 | $1.08M | Buy |
8,226
+93
| +1% | +$12.3K | 0.06% | 192 |
|
2024
Q4 | $907K | Buy |
8,133
+27
| +0.3% | +$3.01K | 0.04% | 220 |
|
2024
Q3 | $859K | Sell |
8,106
-405
| -5% | -$42.9K | 0.04% | 212 |
|
2024
Q2 | $700K | Buy |
8,511
+1,979
| +30% | +$163K | 0.04% | 226 |
|
2024
Q1 | $760K | Sell |
6,532
-1,533
| -19% | -$178K | 0.05% | 211 |
|
2023
Q4 | $982K | Sell |
8,065
-1,197
| -13% | -$146K | 0.07% | 173 |
|
2023
Q3 | $1.01M | Sell |
9,262
-1,195
| -11% | -$130K | 0.08% | 154 |
|
2023
Q2 | $1.15M | Buy |
10,457
+57
| +0.5% | +$6.25K | 0.09% | 128 |
|
2023
Q1 | $1.14M | Sell |
10,400
-400
| -4% | -$44K | 0.09% | 136 |
|
2022
Q4 | $1.3M | Hold |
10,800
| – | – | 0.11% | 117 |
|
2022
Q3 | $1.08M | Sell |
10,800
-600
| -5% | -$59.8K | 0.1% | 122 |
|
2022
Q2 | $1.11M | Hold |
11,400
| – | – | 0.1% | 124 |
|
2022
Q1 | $1.15M | Hold |
11,400
| – | – | 0.09% | 131 |
|
2021
Q4 | $1.07M | Sell |
11,400
-400
| -3% | -$37.5K | 0.08% | 154 |
|
2021
Q3 | $1.05M | Sell |
11,800
-12
| -0.1% | -$1.07K | 0.09% | 153 |
|
2021
Q2 | $1.13M | Buy |
+11,812
| New | +$1.13M | 0.1% | 142 |
|
2021
Q1 | – | Sell |
-9,312
| Closed | -$884K | – | 312 |
|
2020
Q4 | $884K | Buy |
9,312
+3,000
| +48% | +$285K | 0.09% | 157 |
|
2020
Q3 | $504K | Sell |
6,312
-9
| -0.1% | -$719 | 0.06% | 203 |
|
2020
Q2 | $469K | Buy |
6,321
+2,304
| +57% | +$171K | 0.06% | 193 |
|
2020
Q1 | $289K | Sell |
4,017
-4,109
| -51% | -$296K | 0.05% | 188 |
|
2019
Q4 | $855K | Buy |
8,126
+1,931
| +31% | +$203K | 0.1% | 121 |
|
2019
Q3 | $593K | Buy |
+6,195
| New | +$593K | 0.08% | 133 |
|