Daiwa Securities Group’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	$1.27M	Buy	29,726 +2,884	+11%	+$161K	﹤0.01%	741
2025 Q4	$1.98M	Buy	26,842 +2,282	+9%	+$163K	0.01%	650
2025 Q3	$1.83M	Sell	24,560 -1,658	-6%	-$146K	0.01%	652
2025 Q2	$2.77M	Sell	26,218 -2,200	-8%	-$233K	0.01%	556
2025 Q1	$3.35M	Sell	28,418 -800	-3%	-$89.8K	0.01%	478
2024 Q4	$3.13M	Sell	29,218 -2,100	-7%	-$229K	0.01%	489
2024 Q3	$2.8M	Sell	31,318 -3,800	-11%	-$301K	0.01%	506
2024 Q2	$2.02M	Buy	35,118 +8,193	+30%	+$492K	0.01%	555
2024 Q1	$1.79M	Sell	26,925 -7,000	-21%	-$535K	0.01%	582
2023 Q4	$2.57M	Sell	33,925 -3,700	-10%	-$267K	0.02%	455
2023 Q3	$2.8M	Sell	37,625 -9,200	-20%	-$617K	0.02%	412
2023 Q2	$2.94M	Sell	46,825 -1,900	-4%	-$109K	0.02%	393
2023 Q1	$2.54M	Sell	48,725 -9,160	-16%	-$398K	0.02%	429
2022 Q4	$1.99M	Hold	57,885	–	–	0.02%	479
2022 Q3	$2.06M	Buy	57,885 +21,160	+58%	+$1.1M	0.02%	448
2022 Q2	$1.68M	Buy	36,725 +7,361	+25%	+$402K	0.01%	502
2022 Q1	$2.31M	Buy	29,364 +2,000	+7%	+$178K	0.01%	459
2021 Q4	$3.56M	Hold	27,364	–	–	0.02%	359
2021 Q3	$4.17M	Buy	27,364 +3,700	+16%	+$499K	0.03%	302
2021 Q2	$3.01M	Buy	23,664 +6,600	+39%	+$672K	0.02%	348
2021 Q1	$1.83M	Sell	17,064 -6,800	-28%	-$920K	0.01%	448
2020 Q4	$2.98M	Sell	23,864 -2,000	-8%	-$229K	0.02%	306
2020 Q3	$2.24M	Buy	25,864 +5,400	+26%	+$492K	0.02%	315
2020 Q2	$913K	Hold	20,464	–	–	0.02%	388
2020 Q1	$913K	Buy	20,464 +10,654	+109%	+$528K	0.01%	494
2019 Q4	$416K	Buy	+9,810	New	+$434K	﹤0.01%	755