Cetera Investment Advisers’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 | $365K | Buy |
3,464
+446
| +15% | +$47.1K | ﹤0.01% | 3222 |
|
|
2025
Q1 | $356K | Sell |
3,018
-1,676
| -36% | -$198K | ﹤0.01% | 3124 |
|
|
2024
Q4 | $503K | Sell |
4,694
-2,886
| -38% | -$309K | ﹤0.01% | 2680 |
|
|
2024
Q3 | $677K | Sell |
7,580
-2,110
| -22% | -$188K | ﹤0.01% | 2407 |
|
|
2024
Q2 | $557K | Sell |
9,690
-296
| -3% | -$17K | ﹤0.01% | 2503 |
|
|
2024
Q1 | $665K | Buy |
+9,986
| New | +$665K | ﹤0.01% | 2386 |
|
|
2021
Q4 | – | Sell |
-1,642
| Closed | -$250K | – | 1889 |
|
|
2021
Q3 | $250K | Sell |
1,642
-417
| -20% | -$63.5K | ﹤0.01% | 1549 |
|
|
2021
Q2 | $262K | Buy |
+2,059
| New | +$262K | ﹤0.01% | 1500 |
|