SG Americas Securities’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $557K | Buy |
13,056
+3,847
| +42% | +$215K | ﹤0.01% | 2123 |
|
|
2025
Q4 | $678K | Buy |
9,209
+24
| +0.3% | +$1.71K | ﹤0.01% | 2308 |
|
|
2025
Q3 | $684K | Buy |
9,185
+3,575
| +64% | +$315K | ﹤0.01% | 1832 |
|
|
2025
Q2 | $592K | Sell |
5,610
-36,576
| -87% | -$3.87M | ﹤0.01% | 1547 |
|
|
2025
Q1 | $4.98M | Sell |
42,186
-9,476
| -18% | -$1.06M | 0.02% | 470 |
|
|
2024
Q4 | $5.54M | Buy |
51,662
+46,420
| +886% | +$5.07M | 0.02% | 331 |
|
|
2024
Q3 | $468K | Buy |
+5,242
| New | +$415K | ﹤0.01% | 1743 |
|
|
2023
Q4 | – | Sell |
-6,625
| Closed | -$494K | – | 3236 |
|
|
2023
Q3 | $494K | Buy |
+6,625
| New | +$444K | 0.01% | 1781 |
|
|
2023
Q2 | – | Sell |
-2,221
| Closed | -$116K | – | 2633 |
|
|
2023
Q1 | $116K | Buy |
+2,221
| New | +$96.4K | ﹤0.01% | 2820 |
|
|
2022
Q3 | – | Sell |
-2,439
| Closed | -$111K | – | 3325 |
|
|
2022
Q2 | $111K | Buy |
2,439
+584
| +31% | +$31.9K | ﹤0.01% | 3061 |
|
|
2022
Q1 | $146K | Sell |
1,855
-2,955
| -61% | -$262K | ﹤0.01% | 2598 |
|
|
2021
Q4 | $626K | Sell |
4,810
-5,713
| -54% | -$820K | ﹤0.01% | 1996 |
|
|
2021
Q3 | $1.6M | Buy |
10,523
+9,666
| +1,128% | +$1.3M | 0.01% | 1480 |
|
|
2021
Q2 | $109K | Sell |
857
-1,488
| -63% | -$152K | ﹤0.01% | 2623 |
|
|
2021
Q1 | $251K | Sell |
2,345
-711
| -23% | -$96.2K | ﹤0.01% | 2517 |
|
|
2020
Q4 | $381K | Buy |
+3,056
| New | +$349K | ﹤0.01% | 2192 |
|
|
2020
Q3 | – | Sell |
-7,037
| Closed | -$529K | – | 2999 |
|
|
2020
Q2 | $529K | Buy |
7,037
+3,005
| +75% | +$174K | 0.01% | 2047 |
|
|
2020
Q1 | $180K | Buy |
+4,032
| New | +$200K | ﹤0.01% | 2575 |
|
|
2019
Q2 | – | Sell |
-3,676
| Closed | -$102K | – | 3223 |
|
|
2019
Q1 | $102K | Buy |
+3,676
| New | +$105K | ﹤0.01% | 3059 |
|
Other funds holding GSHD
WA
DCP
VPM
VCM
LEP