Avantax Advisory Services’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
$1.17M Buy
78,710
+1,838
+2% +$27.4K 0.01% 1073
2025
Q1
$1.2M Sell
76,872
-434
-0.6% -$6.76K 0.01% 995
2024
Q4
$1.18M Buy
77,306
+2,374
+3% +$36.2K 0.01% 962
2024
Q3
$1.18M Buy
74,932
+336
+0.5% +$5.3K 0.01% 940
2024
Q2
$1.11M Buy
74,596
+4,718
+7% +$70.3K 0.01% 922
2024
Q1
$1M Buy
69,878
+64
+0.1% +$916 0.01% 747
2023
Q4
$894K Sell
69,814
-49,871
-42% -$638K 0.01% 748
2023
Q3
$1.77M Buy
119,685
+46,836
+64% +$693K 0.02% 498
2023
Q2
$1.16M Sell
72,849
-24,183
-25% -$385K 0.01% 631
2023
Q1
$1.57M Buy
97,032
+15,566
+19% +$252K 0.02% 512
2022
Q4
$1.24M Buy
81,466
+8,458
+12% +$129K 0.02% 553
2022
Q3
$1.12M Buy
73,008
+3,196
+5% +$49.1K 0.02% 526
2022
Q2
$1.12M Buy
+69,812
New +$1.12M 0.02% 515