B. Riley Wealth Advisors’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 | $452K | Buy |
+30,379
| New | +$452K | 0.02% | 550 |
|
|
2024
Q4 | $692K | Sell |
45,376
-4,263
| -9% | -$65.1K | 0.02% | 574 |
|
|
2024
Q3 | $785K | Sell |
49,639
-3,128
| -6% | -$49.4K | 0.02% | 566 |
|
|
2024
Q2 | $787K | Buy |
52,767
+12,315
| +30% | +$184K | 0.02% | 622 |
|
|
2024
Q1 | $598K | Buy |
40,452
+6,406
| +19% | +$94.7K | 0.02% | 713 |
|
|
2023
Q4 | $436K | Sell |
34,046
-6,406
| -16% | -$82K | 0.01% | 885 |
|
|
2023
Q3 | $598K | Sell |
40,452
-13,800
| -25% | -$204K | 0.02% | 713 |
|
|
2023
Q2 | $863K | Sell |
54,252
-5,936
| -10% | -$94.4K | 0.02% | 616 |
|
|
2023
Q1 | $973K | Sell |
60,188
-4,373
| -7% | -$70.7K | 0.03% | 547 |
|
|
2022
Q4 | $983K | Buy |
64,561
+18,060
| +39% | +$275K | 0.03% | 542 |
|
|
2022
Q3 | $715K | Sell |
46,501
-4,290
| -8% | -$66K | 0.02% | 626 |
|
|
2022
Q2 | $818K | Sell |
50,791
-3,250
| -6% | -$52.3K | 0.03% | 483 |
|
|
2022
Q1 | $1.03M | Buy |
54,041
+4,074
| +8% | +$77.5K | 0.03% | 480 |
|
|
2021
Q4 | $916K | Buy |
49,967
+38,668
| +342% | +$709K | 0.03% | 558 |
|
|
2021
Q3 | $217K | Buy |
+11,299
| New | +$217K | 0.01% | 1205 |
|
|
2016
Q2 | – | Sell |
-14,215
| Closed | -$242K | – | 626 |
|
|
2016
Q1 | $242K | Buy |
+14,215
| New | +$242K | 0.06% | 410 |
|
|
2015
Q1 | – | Sell |
-4,199
| Closed | -$88 | – | 1138 |
|
|
2014
Q4 | $88 | Buy |
+4,199
| New | +$88 | ﹤0.01% | 1802 |
|
|
2014
Q3 | – | Sell |
-5,015
| Closed | -$110K | – | 1151 |
|
|
2014
Q2 | $110K | Sell |
5,015
-173
| -3% | -$3.8K | 0.03% | 675 |
|
|
2014
Q1 | $110K | Buy |
5,188
+733
| +16% | +$15.5K | 0.03% | 589 |
|
|
2013
Q4 | $95K | Buy |
4,455
+151
| +4% | +$3.22K | 0.03% | 559 |
|
|
2013
Q3 | $95K | Sell |
4,304
-90
| -2% | -$1.99K | 0.03% | 552 |
|
|
2013
Q2 | $97K | Buy |
+4,394
| New | +$97K | 0.03% | 553 |
|