IFP 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 | $529 | Buy |
+1
| New | +$529 | ﹤0.01% | 4419 |
|
|
2025
Q1 | – | Hold |
0
| – | -$322 | – | 4479 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3543 |
|
|
2023
Q1 | – | Sell |
-11
| Closed | -$1K | – | 3821 |
|
|
2022
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 4356 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 4565 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 4340 |
|
|
2022
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 4340 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3854 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3591 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3500 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3382 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3259 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3130 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$2K | – | 3105 |
|
|
2019
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2501 |
|
|
2019
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2680 |
|
|
2019
Q1 | – | Sell |
-65
| Closed | -$2K | – | 2754 |
|
|
2018
Q4 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 3108 |
|