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