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