Advisory Research’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,898
| Closed | -$978K | – | 226 |
|
|
2023
Q4 | $978K | Buy |
12,898
+4,357
| +51% | +$330K | 0.15% | 160 |
|
|
2023
Q3 | $637K | Buy |
+8,541
| New | +$637K | 0.09% | 247 |
|
|
2022
Q1 | – | Sell |
-23,179
| Closed | -$3.02M | – | 411 |
|
|
2021
Q4 | $3.02M | Sell |
23,179
-5,818
| -20% | -$757K | 0.24% | 77 |
|
|
2021
Q3 | $4.42M | Sell |
28,997
-355
| -1% | -$54.1K | 0.28% | 91 |
|
|
2021
Q2 | $3.74M | Buy |
29,352
+253
| +0.9% | +$32.2K | 0.25% | 99 |
|
|
2021
Q1 | $3.12M | Sell |
29,099
-1,763
| -6% | -$189K | 0.22% | 105 |
|
|
2020
Q4 | $3.85M | Sell |
30,862
-13,331
| -30% | -$1.66M | 0.28% | 87 |
|
|
2020
Q3 | $3.83M | Sell |
44,193
-11,649
| -21% | -$1.01M | 0.37% | 77 |
|
|
2020
Q2 | $4.2M | Sell |
55,842
-9,830
| -15% | -$739K | 0.37% | 76 |
|
|
2020
Q1 | $2.93M | Sell |
65,672
-18,359
| -22% | -$819K | 0.2% | 71 |
|
|
2019
Q4 | $3.56M | Sell |
84,031
-2,352
| -3% | -$99.7K | 0.16% | 83 |
|
|
2019
Q3 | $4.26M | Sell |
86,383
-38,322
| -31% | -$1.89M | 0.21% | 82 |
|
|
2019
Q2 | $5.96M | Buy |
124,705
+16,528
| +15% | +$790K | 0.12% | 121 |
|
|
2019
Q1 | $3.02M | Buy |
108,177
+20,651
| +24% | +$576K | 0.06% | 152 |
|
|
2018
Q4 | $2.3M | Buy |
87,526
+44,178
| +102% | +$1.16M | 0.05% | 176 |
|
|
2018
Q3 | $1.47M | Buy |
+43,348
| New | +$1.47M | 0.02% | 228 |
|