Capital Advisors Ltd’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
$5K Hold
49
﹤0.01% 925
2025
Q1
$6K Hold
49
﹤0.01% 883
2024
Q4
$5K Hold
49
﹤0.01% 940
2024
Q3
$4K Hold
49
﹤0.01% 955
2024
Q2
$3K Hold
49
﹤0.01% 987
2024
Q1
$3K Hold
49
﹤0.01% 973
2023
Q4
$4K Hold
49
﹤0.01% 887
2023
Q3
$4K Hold
49
﹤0.01% 880
2023
Q2
$3K Hold
49
﹤0.01% 940
2023
Q1
$3K Hold
49
﹤0.01% 808
2022
Q4
$2K Buy
+49
New +$2K ﹤0.01% 855
2022
Q3
Sell
-7
Closed 1330
2022
Q2
$0 Buy
+7
New ﹤0.01% 1126