Janney Montgomery Scott’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 | $651K | Sell |
6,168
-83
| -1% | -$8.76K | ﹤0.01% | 1848 |
|
|
2025
Q1 | $738K | Sell |
6,251
-629
| -9% | -$74.3K | ﹤0.01% | 1735 |
|
|
2024
Q4 | $738K | Buy |
6,880
+679
| +11% | +$72.8K | ﹤0.01% | 1755 |
|
|
2024
Q3 | $554K | Buy |
6,201
+1,067
| +21% | +$95.3K | ﹤0.01% | 1912 |
|
|
2024
Q2 | $295K | Buy |
5,134
+706
| +16% | +$40.6K | ﹤0.01% | 2218 |
|
|
2024
Q1 | $295K | Buy |
4,428
+1,058
| +31% | +$70.5K | ﹤0.01% | 2353 |
|
|
2023
Q4 | $255K | Sell |
3,370
-17
| -0.5% | -$1.29K | ﹤0.01% | 2325 |
|
|
2023
Q3 | $252K | Sell |
3,387
-1,762
| -34% | -$131K | ﹤0.01% | 2248 |
|
|
2023
Q2 | $324K | Buy |
+5,149
| New | +$324K | ﹤0.01% | 2178 |
|
|
2020
Q2 | – | Sell |
-17,577
| Closed | -$784K | – | 2021 |
|
|
2020
Q1 | $784K | Buy |
+17,577
| New | +$784K | 0.01% | 1031 |
|