Stifel Financial’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
Q3 | $2.81M | Sell |
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|
2025
Q2 | $4.4M | Sell |
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|
2025
Q1 | $5.42M | Sell |
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|
2024
Q4 | $5.74M | Sell |
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|
2024
Q3 | $4.85M | Sell |
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|
2024
Q2 | $3.36M | Buy |
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|
2024
Q1 | $3.29M | Sell |
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|
2023
Q4 | $4.03M | Buy |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $732K | Sell |
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|
2022
Q3 | $928K | Buy |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $808K | Sell |
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|
2021
Q4 | $2.71M | Sell |
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|
2021
Q3 | $3.24M | Sell |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $2.41M | Buy |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $557K | Buy |
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|
2019
Q4 | $521K | Buy |
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