Capital Advisors Ltd’s Goosehead Insurance GSHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2K	Hold	49	–	–	﹤0.01%	1103
2025 Q4	$4K	Hold	49	–	–	﹤0.01%	971
2025 Q3	$4K	Hold	49	–	–	﹤0.01%	956
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	+$1.83K	﹤0.01%	855
2022 Q3	–	Sell	-7	Closed	–	–	1330
2022 Q2	$0	Buy	+7	New	+$382	﹤0.01%	1126