HighTower Advisors’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 | $456K | Sell |
4,323
-1,181
| -21% | -$125K | ﹤0.01% | 2593 |
|
|
2025
Q1 | $650K | Buy |
5,504
+205
| +4% | +$24.2K | ﹤0.01% | 2255 |
|
|
2024
Q4 | $568K | Buy |
5,299
+259
| +5% | +$27.8K | ﹤0.01% | 2365 |
|
|
2024
Q3 | $448K | Buy |
5,040
+276
| +6% | +$24.5K | ﹤0.01% | 2469 |
|
|
2024
Q2 | $271K | Buy |
4,764
+986
| +26% | +$56.1K | ﹤0.01% | 2785 |
|
|
2024
Q1 | $251K | Buy |
+3,778
| New | +$251K | ﹤0.01% | 2804 |
|
|
2022
Q2 | – | Sell |
-3,167
| Closed | -$248K | – | 3068 |
|
|
2022
Q1 | $248K | Buy |
3,167
+450
| +17% | +$35.2K | ﹤0.01% | 2642 |
|
|
2021
Q4 | $354K | Sell |
2,717
-257
| -9% | -$33.5K | ﹤0.01% | 2364 |
|
|
2021
Q3 | $453K | Sell |
2,974
-4,834
| -62% | -$736K | ﹤0.01% | 2110 |
|
|
2021
Q2 | $996K | Buy |
7,808
+144
| +2% | +$18.4K | ﹤0.01% | 1638 |
|
|
2021
Q1 | $830K | Buy |
7,664
+1,293
| +20% | +$140K | ﹤0.01% | 1687 |
|
|
2020
Q4 | $795K | Buy |
6,371
+249
| +4% | +$31.1K | ﹤0.01% | 1374 |
|
|
2020
Q3 | $533K | Buy |
6,122
+2,068
| +51% | +$180K | ﹤0.01% | 1528 |
|
|
2020
Q2 | $301K | Buy |
+4,054
| New | +$301K | ﹤0.01% | 1720 |
|