Creative Planning’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 | $150K | Sell |
10,064
-12,153
| -55% | -$181K | ﹤0.01% | 3313 |
|
|
2025
Q1 | $346K | Buy |
+22,217
| New | +$346K | ﹤0.01% | 2614 |
|
|
2023
Q4 | – | Sell |
-13,538
| Closed | -$200K | – | 2842 |
|
|
2023
Q3 | $200K | Buy |
+13,538
| New | +$200K | ﹤0.01% | 2233 |
|
|
2018
Q3 | – | Sell |
-9,596
| Closed | -$211K | – | 1959 |
|
|
2018
Q2 | $211K | Buy |
+9,596
| New | +$211K | ﹤0.01% | 1598 |
|
|
2017
Q4 | – | Sell |
-20,699
| Closed | -$441K | – | 1919 |
|
|
2017
Q3 | $441K | Buy |
20,699
+13,628
| +193% | +$290K | ﹤0.01% | 1105 |
|
|
2017
Q2 | $149K | Buy |
7,071
+1,240
| +21% | +$26.1K | ﹤0.01% | 1686 |
|
|
2017
Q1 | $119K | Buy |
5,831
+3,760
| +182% | +$76.7K | ﹤0.01% | 1830 |
|
|
2016
Q4 | $41K | Sell |
2,071
-300
| -13% | -$5.94K | ﹤0.01% | 2531 |
|
|
2016
Q3 | $45K | Hold |
2,371
| – | – | ﹤0.01% | 2421 |
|
|
2016
Q2 | $43K | Sell |
2,371
-1,586
| -40% | -$28.8K | ﹤0.01% | 2228 |
|
|
2016
Q1 | $67K | Buy |
3,957
+300
| +8% | +$5.08K | ﹤0.01% | 1885 |
|
|
2015
Q4 | $62K | Hold |
3,657
| – | – | ﹤0.01% | 1922 |
|
|
2015
Q3 | $65K | Buy |
+3,657
| New | +$65K | ﹤0.01% | 1846 |
|
|
2015
Q2 | – | Sell |
-3,657
| Closed | -$78K | – | 1768 |
|
|
2015
Q1 | $78K | Hold |
3,657
| – | – | ﹤0.01% | 1705 |
|
|
2014
Q4 | $76K | Sell |
3,657
-100
| -3% | -$2.08K | ﹤0.01% | 1696 |
|
|
2014
Q3 | $82K | Sell |
3,757
-32
| -0.8% | -$698 | ﹤0.01% | 1590 |
|
|
2014
Q2 | $83K | Buy |
3,789
+1,817
| +92% | +$39.8K | ﹤0.01% | 1542 |
|
|
2014
Q1 | $42K | Sell |
1,972
-1,613
| -45% | -$34.4K | ﹤0.01% | 1902 |
|
|
2013
Q4 | $77K | Buy |
3,585
+3,330
| +1,306% | +$71.5K | ﹤0.01% | 1342 |
|
|
2013
Q3 | $6K | Sell |
255
-749
| -75% | -$17.6K | ﹤0.01% | 2659 |
|
|
2013
Q2 | $22K | Buy |
+1,004
| New | +$22K | ﹤0.01% | 1866 |
|