Atria Wealth Solutions’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Sell |
60,747
-196,919
| -76% | -$2.93M | 0.02% | 675 |
|
|
2025
Q1 | $4.01M | Buy |
257,666
+152,722
| +146% | +$2.38M | 0.05% | 403 |
|
|
2024
Q4 | $1.6M | Buy |
104,944
+3,468
| +3% | +$52.9K | 0.02% | 725 |
|
|
2024
Q3 | $1.6M | Buy |
101,476
+912
| +0.9% | +$14.4K | 0.02% | 718 |
|
|
2024
Q2 | $1.5M | Sell |
100,564
-302,973
| -75% | -$4.52M | 0.02% | 728 |
|
|
2024
Q1 | $5.79M | Buy |
403,537
+15,255
| +4% | +$219K | 0.07% | 298 |
|
|
2023
Q4 | $4.97M | Buy |
388,282
+25,894
| +7% | +$331K | 0.06% | 311 |
|
|
2023
Q3 | $5.36M | Sell |
362,388
-112,267
| -24% | -$1.66M | 0.08% | 273 |
|
|
2023
Q2 | $7.55M | Buy |
474,655
+57,933
| +14% | +$921K | 0.1% | 193 |
|
|
2023
Q1 | $6.74M | Buy |
416,722
+53,598
| +15% | +$867K | 0.1% | 199 |
|
|
2022
Q4 | $5.53M | Buy |
363,124
+248,916
| +218% | +$3.79M | 0.09% | 241 |
|
|
2022
Q3 | $1.76M | Buy |
114,208
+39,360
| +53% | +$605K | 0.03% | 528 |
|
|
2022
Q2 | $1.21M | Sell |
74,848
-12,883
| -15% | -$207K | 0.02% | 606 |
|
|
2022
Q1 | $1.67M | Buy |
+87,731
| New | +$1.67M | 0.03% | 541 |
|