Allworth Financial’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Buy |
101
+90
| +818% | +$9.5K | ﹤0.01% | 2852 |
|
|
2025
Q1 | $1.03K | Sell |
11
-1
| -8% | -$93 | ﹤0.01% | 3451 |
|
|
2024
Q4 | $1.24K | Buy |
12
+3
| +33% | +$310 | ﹤0.01% | 3329 |
|
|
2024
Q3 | $804 | Buy |
9
+4
| +80% | +$357 | ﹤0.01% | 3295 |
|
|
2024
Q2 | $316 | Sell |
5
-5
| -50% | -$316 | ﹤0.01% | 3486 |
|
|
2024
Q1 | $667 | Sell |
10
-3
| -23% | -$200 | ﹤0.01% | 3204 |
|
|
2023
Q4 | $986 | Buy |
13
+8
| +160% | +$607 | ﹤0.01% | 2948 |
|
|
2023
Q3 | $373 | Hold |
5
| – | – | ﹤0.01% | 3112 |
|
|
2023
Q2 | $315 | Hold |
5
| – | – | ﹤0.01% | 3006 |
|
|
2023
Q1 | $261 | Hold |
5
| – | – | ﹤0.01% | 2954 |
|
|
2022
Q4 | $172 | Sell |
5
-4
| -44% | -$138 | ﹤0.01% | 2814 |
|
|
2022
Q3 | $0 | Sell |
9
-366
| -98% | – | ﹤0.01% | 2829 |
|
|
2022
Q2 | $17K | Hold |
375
| – | – | ﹤0.01% | 1304 |
|
|
2022
Q1 | $29K | Sell |
375
-250
| -40% | -$19.3K | ﹤0.01% | 1091 |
|
|
2021
Q4 | $81K | Hold |
625
| – | – | ﹤0.01% | 723 |
|
|
2021
Q3 | $95K | Buy |
+625
| New | +$95K | ﹤0.01% | 629 |
|