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 |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $787K | Sell |
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|
2024
Q3 | $743K | Sell |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $716K | Buy |
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|
2023
Q4 | $774K | Sell |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $970K | Hold |
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|
2023
Q1 | $805K | Sell |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $911K | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $296K | Hold |
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|
2021
Q2 | $247K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $525K | Buy |
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|
2020
Q3 | $333K | Buy |
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|
2020
Q2 | $256K | Sell |
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|
2020
Q1 | $423K | Buy |
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|
2019
Q4 | $285K | Hold |
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|
2019
Q3 | $332K | Hold |
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|
2019
Q2 | $321K | Buy |
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