SEI Investments’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 | $18.1M | Buy |
171,275
+7,010
| +4% | +$740K | 0.02% | 745 |
|
|
2025
Q1 | $19.4M | Sell |
164,265
-12,339
| -7% | -$1.46M | 0.03% | 691 |
|
|
2024
Q4 | $18.9M | Sell |
176,604
-1,932
| -1% | -$207K | 0.02% | 706 |
|
|
2024
Q3 | $15.9M | Buy |
178,536
+14,462
| +9% | +$1.29M | 0.02% | 785 |
|
|
2024
Q2 | $9.42M | Buy |
164,074
+40,107
| +32% | +$2.3M | 0.01% | 951 |
|
|
2024
Q1 | $8.26M | Buy |
123,967
+17,443
| +16% | +$1.16M | 0.01% | 986 |
|
|
2023
Q4 | $8.07M | Sell |
106,524
-61,541
| -37% | -$4.66M | 0.01% | 973 |
|
|
2023
Q3 | $12.5M | Sell |
168,065
-15,534
| -8% | -$1.16M | 0.02% | 733 |
|
|
2023
Q2 | $11.5M | Sell |
183,599
-39,328
| -18% | -$2.47M | 0.02% | 794 |
|
|
2023
Q1 | $11.6M | Buy |
222,927
+108,467
| +95% | +$5.66M | 0.02% | 764 |
|
|
2022
Q4 | $3.93M | Sell |
114,460
-128,183
| -53% | -$4.4M | 0.01% | 1160 |
|
|
2022
Q3 | $8.65M | Buy |
242,643
+18,662
| +8% | +$665K | 0.02% | 827 |
|
|
2022
Q2 | $10.2M | Buy |
223,981
+165,074
| +280% | +$7.54M | 0.02% | 765 |
|
|
2022
Q1 | $4.63M | Buy |
58,907
+6,392
| +12% | +$502K | 0.01% | 1139 |
|
|
2021
Q4 | $6.83M | Buy |
52,515
+30,742
| +141% | +$4M | 0.01% | 974 |
|
|
2021
Q3 | $3.32M | Sell |
21,773
-3,076
| -12% | -$468K | 0.01% | 1288 |
|
|
2021
Q2 | $3.16M | Buy |
24,849
+3,593
| +17% | +$457K | 0.01% | 1296 |
|
|
2021
Q1 | $2.28M | Buy |
21,256
+1,526
| +8% | +$164K | 0.01% | 1392 |
|
|
2020
Q4 | $2.46M | Sell |
19,730
-2,929
| -13% | -$365K | 0.01% | 1289 |
|
|
2020
Q3 | $1.96M | Sell |
22,659
-2,775
| -11% | -$240K | 0.01% | 1289 |
|
|
2020
Q2 | $1.91M | Buy |
25,434
+5,555
| +28% | +$418K | 0.01% | 1285 |
|
|
2020
Q1 | $887K | Buy |
19,879
+541
| +3% | +$24.1K | ﹤0.01% | 1508 |
|
|
2019
Q4 | $820K | Buy |
19,338
+166
| +0.9% | +$7.04K | ﹤0.01% | 1718 |
|
|
2019
Q3 | $946K | Buy |
19,172
+130
| +0.7% | +$6.42K | ﹤0.01% | 1625 |
|
|
2019
Q2 | $910K | Buy |
+19,042
| New | +$910K | ﹤0.01% | 1632 |
|