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Sovereign's Capital Management’s Goosehead Insurance GSHD Stock Holding History

Sovereign's Capital Management’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.19M Buy
30,276
+2,816
+10% +$297K 1.71% 24
2025
Q1 		$3.24M Sell
27,460
-774
-3% -$91.4K 1.93% 22
2024
Q4 		$3.03M Buy
+28,234
New +$3.03M 1.93% 22