Clearstead Advisors’s Golden Ocean Group GOGL Stock Holding History

Clearstead Advisors’s Portfolio GOGL Stock Details GOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-63	Closed	-$462	–	3152
2025 Q2	$462	Buy	+63	New	+$478	﹤0.01%	2496
2022 Q2	–	Sell	-527	Closed	-$7K	–	1345
2022 Q1	$7K	Hold	527	–	–	﹤0.01%	1032
2021 Q4	$5K	Hold	527	–	–	﹤0.01%	998
2021 Q3	$6K	Hold	527	–	–	﹤0.01%	1006
2021 Q2	$6K	Hold	527	–	–	﹤0.01%	857
2021 Q1	$4K	Hold	527	–	–	﹤0.01%	887
2020 Q4	$2K	Buy	+527	New	+$2.11K	﹤0.01%	889

Other funds holding GOGL

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clearstead Advisors's GOGL Position: Q3 2025 in Review

Clearstead Advisors sold out of Golden Ocean Group (GOGL) in Q3 2025, closing a stake of 63 shares — an estimated $462 sold.

Clearstead Advisors first reported a position in GOGL in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q1 2022. 4 funds tracked by Wall St. Rank hold GOGL as of Q3 2025.

Clearstead Advisors reported no remaining Golden Ocean Group position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 63 Golden Ocean Group shares in Q3 2025, an estimated $462.
Clearstead Advisors first reported a position in Golden Ocean Group in Q4 2020 and held it in 7 quarters.
Clearstead Advisors's Golden Ocean Group position peaked at $7K in Q1 2022.
4 funds tracked by Wall St. Rank held Golden Ocean Group as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.