Stifel Financial’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 | $4.4M | Sell |
41,702
-4,190
| -9% | -$442K | ﹤0.01% | 1321 |
|
|
2025
Q1 | $5.42M | Sell |
45,892
-7,601
| -14% | -$897K | 0.01% | 1147 |
|
|
2024
Q4 | $5.74M | Sell |
53,493
-872
| -2% | -$93.5K | 0.01% | 1135 |
|
|
2024
Q3 | $4.85M | Sell |
54,365
-4,184
| -7% | -$374K | 0.01% | 1228 |
|
|
2024
Q2 | $3.36M | Buy |
58,549
+9,092
| +18% | +$522K | ﹤0.01% | 1372 |
|
|
2024
Q1 | $3.29M | Sell |
49,457
-3,749
| -7% | -$250K | ﹤0.01% | 1386 |
|
|
2023
Q4 | $4.03M | Buy |
53,206
+23,290
| +78% | +$1.77M | 0.01% | 1226 |
|
|
2023
Q3 | $2.23M | Buy |
29,916
+4
| +0% | +$298 | ﹤0.01% | 1517 |
|
|
2023
Q2 | $1.88M | Buy |
29,912
+3,996
| +15% | +$251K | ﹤0.01% | 1666 |
|
|
2023
Q1 | $1.35M | Buy |
25,916
+4,612
| +22% | +$241K | ﹤0.01% | 1824 |
|
|
2022
Q4 | $732K | Sell |
21,304
-4,742
| -18% | -$163K | ﹤0.01% | 2239 |
|
|
2022
Q3 | $928K | Buy |
26,046
+15,851
| +155% | +$565K | ﹤0.01% | 2020 |
|
|
2022
Q2 | $466K | Sell |
10,195
-92
| -0.9% | -$4.21K | ﹤0.01% | 2503 |
|
|
2022
Q1 | $808K | Sell |
10,287
-10,532
| -51% | -$827K | ﹤0.01% | 2266 |
|
|
2021
Q4 | $2.71M | Sell |
20,819
-454
| -2% | -$59.1K | ﹤0.01% | 1410 |
|
|
2021
Q3 | $3.24M | Sell |
21,273
-305
| -1% | -$46.5K | ﹤0.01% | 1267 |
|
|
2021
Q2 | $2.75M | Sell |
21,578
-186
| -0.9% | -$23.7K | ﹤0.01% | 1394 |
|
|
2021
Q1 | $2.33M | Buy |
21,764
+2,448
| +13% | +$262K | ﹤0.01% | 1424 |
|
|
2020
Q4 | $2.41M | Buy |
19,316
+594
| +3% | +$74.1K | ﹤0.01% | 1278 |
|
|
2020
Q3 | $1.62M | Buy |
18,722
+115
| +0.6% | +$9.96K | ﹤0.01% | 1332 |
|
|
2020
Q2 | $1.4M | Buy |
18,607
+5,964
| +47% | +$448K | ﹤0.01% | 1350 |
|
|
2020
Q1 | $557K | Buy |
12,643
+467
| +4% | +$20.6K | ﹤0.01% | 1792 |
|
|
2019
Q4 | $521K | Buy |
+12,176
| New | +$521K | ﹤0.01% | 2227 |
|