Equitable Trust’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,460
| Closed | -$645K | – | 449 |
|
|
2025
Q1 | $645K | Sell |
5,460
-1,881
| -26% | -$211K | 0.04% | 272 |
|
|
2024
Q4 | $787K | Sell |
7,341
-977
| -12% | -$107K | 0.04% | 256 |
|
|
2024
Q3 | $743K | Sell |
8,318
-2,532
| -23% | -$200K | 0.05% | 240 |
|
|
2024
Q2 | $623K | Buy |
10,850
+98
| +0.9% | +$5.88K | 0.04% | 261 |
|
|
2024
Q1 | $716K | Buy |
10,752
+543
| +5% | +$41.5K | 0.05% | 238 |
|
|
2023
Q4 | $774K | Sell |
10,209
-3,254
| -24% | -$235K | 0.06% | 216 |
|
|
2023
Q3 | $1M | Sell |
13,463
-1,958
| -13% | -$131K | 0.08% | 165 |
|
|
2023
Q2 | $970K | Hold |
15,421
| – | – | 0.07% | 169 |
|
|
2023
Q1 | $805K | Sell |
15,421
-1,809
| -10% | -$78.5K | 0.06% | 196 |
|
|
2022
Q4 | $592K | Sell |
17,230
-8,339
| -33% | -$312K | 0.05% | 240 |
|
|
2022
Q3 | $911K | Buy |
25,569
+1,395
| +6% | +$72.4K | 0.08% | 177 |
|
|
2022
Q2 | $1.1M | Buy |
24,174
+18,750
| +346% | +$1.02M | 0.08% | 168 |
|
|
2022
Q1 | $426K | Buy |
5,424
+3,736
| +221% | +$332K | 0.03% | 272 |
|
|
2021
Q4 | $220K | Sell |
1,688
-255
| -13% | -$36.6K | 0.01% | 352 |
|
|
2021
Q3 | $296K | Hold |
1,943
| – | – | 0.02% | 306 |
|
|
2021
Q2 | $247K | Buy |
+1,943
| New | +$198K | 0.02% | 329 |
|
|
2021
Q1 | – | Sell |
-4,208
| Closed | -$525K | – | 362 |
|
|
2020
Q4 | $525K | Buy |
4,208
+368
| +10% | +$42.1K | 0.04% | 247 |
|
|
2020
Q3 | $333K | Buy |
3,840
+440
| +13% | +$40.1K | 0.03% | 266 |
|
|
2020
Q2 | $256K | Sell |
3,400
-6,075
| -64% | -$352K | 0.02% | 279 |
|
|
2020
Q1 | $423K | Buy |
9,475
+2,750
| +41% | +$136K | 0.05% | 225 |
|
|
2019
Q4 | $285K | Hold |
6,725
| – | – | 0.03% | 249 |
|
|
2019
Q3 | $332K | Hold |
6,725
| – | – | 0.04% | 228 |
|
|
2019
Q2 | $321K | Buy |
+6,725
| New | +$234K | 0.03% | 233 |
|
Other funds holding GSHD
WA
DDC
DCP