Steward Partners Investment Advisory’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $45.7K | Hold |
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|
2025
Q3 | $46.1K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.11K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $35K | Sell |
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|
2021
Q4 | $104K | Buy |
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|
2021
Q3 | $85K | Sell |
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|
2021
Q2 | $93K | Buy |
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|
2021
Q1 | $50.9K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $18K | Sell |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $10K | Buy |
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|
2019
Q4 | $7K | Buy |
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|
2019
Q3 | $7K | Buy |
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|
2019
Q2 | $5K | Buy |
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