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Lloyd Advisory Services’s Goosehead Insurance GSHD Stock Holding History

Lloyd Advisory Services’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,234
Closed -$465K – 226
2023
Q3 		$465K Buy
+6,234
New +$418K 0.15% 138

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DDC
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State Street
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ONPI
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Lloyd Advisory Services's GSHD Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Goosehead Insurance (GSHD) in Q4 2023, closing a stake of 6,234 shares — an estimated $465K sold.

Lloyd Advisory Services first reported a position in GSHD in Q3 2023 and held it in 1 quarter. The position peaked at $465K in Q3 2023. 251 funds tracked by Wall St. Rank hold GSHD as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Goosehead Insurance position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 6,234 Goosehead Insurance shares in Q4 2023, an estimated $465K.
  • Lloyd Advisory Services first reported a position in Goosehead Insurance in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Goosehead Insurance position peaked at $465K in Q3 2023.
  • 251 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.