Steward Partners Investment Advisory’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-46
| Closed | -$4.11K | – | 4022 |
|
|
2024
Q3 | $4.11K | Buy |
+46
| New | +$4.11K | ﹤0.01% | 3252 |
|
|
2022
Q3 | – | Sell |
-81
| Closed | -$4K | – | 3288 |
|
|
2022
Q2 | $4K | Sell |
81
-360
| -82% | -$17.8K | ﹤0.01% | 2832 |
|
|
2022
Q1 | $35K | Sell |
441
-357
| -45% | -$28.3K | ﹤0.01% | 2095 |
|
|
2021
Q4 | $104K | Buy |
798
+238
| +43% | +$31K | ﹤0.01% | 1586 |
|
|
2021
Q3 | $85K | Sell |
560
-174
| -24% | -$26.4K | ﹤0.01% | 1626 |
|
|
2021
Q2 | $93K | Buy |
734
+259
| +55% | +$32.8K | ﹤0.01% | 2373 |
|
|
2021
Q1 | $50.9K | Buy |
+475
| New | +$50.9K | ﹤0.01% | 1970 |
|
|
2020
Q4 | – | Sell |
-205
| Closed | -$18K | – | 2931 |
|
|
2020
Q3 | $18K | Sell |
205
-20
| -9% | -$1.76K | ﹤0.01% | 1930 |
|
|
2020
Q2 | $17K | Hold |
225
| – | – | ﹤0.01% | 1830 |
|
|
2020
Q1 | $10K | Buy |
225
+40
| +22% | +$1.78K | ﹤0.01% | 1861 |
|
|
2019
Q4 | $7K | Buy |
185
+25
| +16% | +$946 | ﹤0.01% | 2143 |
|
|
2019
Q3 | $7K | Buy |
160
+35
| +28% | +$1.53K | ﹤0.01% | 2130 |
|
|
2019
Q2 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 2217 |
|