SG Americas Securities’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 | $592K | Sell |
5,610
-36,576
| -87% | -$3.86M | ﹤0.01% | 1402 |
|
|
2025
Q1 | $4.98M | Sell |
42,186
-9,476
| -18% | -$1.12M | 0.02% | 430 |
|
|
2024
Q4 | $5.54M | Buy |
51,662
+46,420
| +886% | +$4.98M | 0.02% | 291 |
|
|
2024
Q3 | $468K | Buy |
+5,242
| New | +$468K | ﹤0.01% | 1540 |
|
|
2023
Q4 | – | Sell |
-6,625
| Closed | -$494K | – | 2867 |
|
|
2023
Q3 | $494K | Buy |
+6,625
| New | +$494K | 0.01% | 1640 |
|
|
2023
Q2 | – | Sell |
-2,221
| Closed | -$116K | – | 2291 |
|
|
2023
Q1 | $116K | Buy |
+2,221
| New | +$116K | ﹤0.01% | 2576 |
|
|
2022
Q3 | – | Sell |
-2,439
| Closed | -$111K | – | 2917 |
|
|
2022
Q2 | $111K | Buy |
2,439
+584
| +31% | +$26.6K | ﹤0.01% | 2794 |
|
|
2022
Q1 | $146K | Sell |
1,855
-2,955
| -61% | -$233K | ﹤0.01% | 2311 |
|
|
2021
Q4 | $626K | Sell |
4,810
-5,713
| -54% | -$744K | ﹤0.01% | 1809 |
|
|
2021
Q3 | $1.6M | Buy |
10,523
+9,666
| +1,128% | +$1.47M | 0.01% | 1341 |
|
|
2021
Q2 | $109K | Sell |
857
-1,488
| -63% | -$189K | ﹤0.01% | 2373 |
|
|
2021
Q1 | $251K | Sell |
2,345
-711
| -23% | -$76.1K | ﹤0.01% | 2290 |
|
|
2020
Q4 | $381K | Buy |
+3,056
| New | +$381K | ﹤0.01% | 1929 |
|
|
2020
Q3 | – | Sell |
-7,037
| Closed | -$529K | – | 2454 |
|
|
2020
Q2 | $529K | Buy |
7,037
+3,005
| +75% | +$226K | ﹤0.01% | 1743 |
|
|
2020
Q1 | $180K | Buy |
+4,032
| New | +$180K | ﹤0.01% | 2165 |
|
|
2019
Q2 | – | Sell |
-3,676
| Closed | -$102K | – | 2672 |
|
|
2019
Q1 | $102K | Buy |
+3,676
| New | +$102K | ﹤0.01% | 2675 |
|