Simplex Trading’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 | $3K | Sell |
31
-715
| -96% | -$69.2K | ﹤0.01% | 2106 |
|
2025
Q1 | $88K | Buy |
+746
| New | +$88K | ﹤0.01% | 1111 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 3093 |
|
2024
Q3 | – | Sell |
-552
| Closed | -$31K | – | 2960 |
|
2024
Q2 | $31K | Sell |
552
-221
| -29% | -$12.4K | ﹤0.01% | 1498 |
|
2024
Q1 | $51K | Sell |
773
-810
| -51% | -$53.4K | ﹤0.01% | 1394 |
|
2023
Q4 | $119K | Buy |
+1,583
| New | +$119K | ﹤0.01% | 1130 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 2967 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 3053 |
|
2023
Q1 | – | Sell |
-36
| Closed | -$1K | – | 3014 |
|
2022
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 2284 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 3336 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 3256 |
|
2022
Q1 | – | Sell |
-1,204
| Closed | -$156K | – | 3429 |
|
2021
Q4 | $156K | Buy |
+1,204
| New | +$156K | ﹤0.01% | 1316 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3170 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3251 |
|
2021
Q1 | – | Sell |
-270
| Closed | -$33K | – | 2975 |
|
2020
Q4 | $33K | Sell |
270
-524
| -66% | -$64K | ﹤0.01% | 1661 |
|
2020
Q3 | $68K | Sell |
794
-1,553
| -66% | -$133K | ﹤0.01% | 1242 |
|
2020
Q2 | $176K | Buy |
+2,347
| New | +$176K | ﹤0.01% | 802 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 2467 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 2345 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 2300 |
|
2019
Q2 | – | Sell |
-439
| Closed | -$12K | – | 2228 |
|
2019
Q1 | $12K | Buy |
+439
| New | +$12K | ﹤0.01% | 1403 |
|
2018
Q4 | – | Sell |
-4,309
| Closed | -$145K | – | 2308 |
|
2018
Q3 | $145K | Buy |
+4,309
| New | +$145K | ﹤0.01% | 890 |
|