Raymond James & Associates’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $399K | Sell |
4,467
-1,199
| -21% | -$107K | ﹤0.01% | 3217 |
|
|
2024
Q2 | $325K | Sell |
5,666
-281
| -5% | -$16.1K | ﹤0.01% | 3306 |
|
|
2024
Q1 | $396K | Buy |
5,947
+1,275
| +27% | +$84.9K | ﹤0.01% | 3183 |
|
|
2023
Q4 | $354K | Buy |
4,672
+695
| +17% | +$52.7K | ﹤0.01% | 3155 |
|
|
2023
Q3 | $296K | Sell |
3,977
-394
| -9% | -$29.4K | ﹤0.01% | 3213 |
|
|
2023
Q2 | $275K | Buy |
+4,371
| New | +$275K | ﹤0.01% | 3285 |
|
|
2021
Q4 | – | Sell |
-1,639
| Closed | -$250K | – | 4019 |
|
|
2021
Q3 | $250K | Buy |
+1,639
| New | +$250K | ﹤0.01% | 3521 |
|
|
2018
Q4 | – | Sell |
-79,245
| Closed | -$2.68M | – | 3491 |
|
|
2018
Q3 | $2.68M | Buy |
+79,245
| New | +$2.68M | ﹤0.01% | 1631 |
|