Janney Capital Management’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 | $338K | Sell |
3,200
-417
| -12% | -$44K | 0.02% | 190 |
|
2025
Q1 | $427K | Sell |
3,617
-346
| -9% | -$40.8K | 0.03% | 171 |
|
2024
Q4 | $425K | Sell |
3,963
-1,376
| -26% | -$148K | 0.03% | 187 |
|
2024
Q3 | $477K | Sell |
5,339
-218
| -4% | -$19.5K | 0.03% | 158 |
|
2024
Q2 | $319K | Sell |
5,557
-53
| -0.9% | -$3.04K | 0.02% | 187 |
|
2024
Q1 | $374K | Sell |
5,610
-195
| -3% | -$13K | 0.02% | 193 |
|
2023
Q4 | $440K | Buy |
5,805
+181
| +3% | +$13.7K | 0.03% | 177 |
|
2023
Q3 | $419K | Sell |
5,624
-1,388
| -20% | -$103K | 0.03% | 153 |
|
2023
Q2 | $441K | Sell |
7,012
-50
| -0.7% | -$3.15K | 0.03% | 160 |
|
2023
Q1 | $369K | Buy |
+7,062
| New | +$369K | 0.03% | 166 |
|