LPL Financial’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 | $309K | Sell |
2,932
-393
| -12% | -$41.5K | ﹤0.01% | 4644 |
|
|
2025
Q1 | $393K | Buy |
3,325
+985
| +42% | +$116K | ﹤0.01% | 4300 |
|
|
2024
Q4 | $251K | Buy |
+2,340
| New | +$251K | ﹤0.01% | 4564 |
|
|
2024
Q2 | – | Sell |
-8,897
| Closed | -$593K | – | 4961 |
|
|
2024
Q1 | $593K | Buy |
8,897
+6,203
| +230% | +$413K | ﹤0.01% | 3592 |
|
|
2023
Q4 | $204K | Buy |
+2,694
| New | +$204K | ﹤0.01% | 4321 |
|
|
2022
Q1 | – | Sell |
-3,165
| Closed | -$412K | – | 4258 |
|
|
2021
Q4 | $412K | Sell |
3,165
-353
| -10% | -$46K | ﹤0.01% | 3429 |
|
|
2021
Q3 | $536K | Buy |
3,518
+1,410
| +67% | +$215K | ﹤0.01% | 3143 |
|
|
2021
Q2 | $268K | Sell |
2,108
-459
| -18% | -$58.4K | ﹤0.01% | 3660 |
|
|
2021
Q1 | $275K | Buy |
2,567
+73
| +3% | +$7.82K | ﹤0.01% | 3523 |
|
|
2020
Q4 | $311K | Buy |
+2,494
| New | +$311K | ﹤0.01% | 3160 |
|