Covestor’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 | $82K | Buy |
773
+764
| +8,489% | +$81K | 0.05% | 664 |
|
2025
Q1 | $1K | Sell |
9
-9
| -50% | -$1K | ﹤0.01% | 1989 |
|
2024
Q4 | $2K | Buy |
18
+8
| +80% | +$889 | ﹤0.01% | 1879 |
|
2024
Q3 | $1K | Sell |
10
-4
| -29% | -$400 | ﹤0.01% | 1983 |
|
2024
Q2 | $1K | Buy |
14
+2
| +17% | +$143 | ﹤0.01% | 2011 |
|
2024
Q1 | $1K | Buy |
12
+11
| +1,100% | +$917 | ﹤0.01% | 1989 |
|
2023
Q4 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 2356 |
|
2023
Q3 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 2345 |
|
2023
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2338 |
|
2023
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2246 |
|
2022
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2270 |
|
2022
Q3 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 2229 |
|
2022
Q2 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 2088 |
|
2022
Q1 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 2248 |
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1768 |
|