Founders Financial Alliance’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 | $1.67M | Sell |
112,171
-2,086
| -2% | -$31.1K | 0.38% | 60 |
|
|
2025
Q1 | $1.78M | Buy |
114,257
+8,056
| +8% | +$125K | 0.43% | 50 |
|
|
2024
Q4 | $1.62M | Sell |
106,201
-6,186
| -6% | -$94.4K | 0.45% | 47 |
|
|
2024
Q3 | $1.77M | Buy |
112,387
+11,393
| +11% | +$180K | 0.49% | 43 |
|
|
2024
Q2 | $1.51M | Buy |
100,994
+5,153
| +5% | +$76.8K | 0.45% | 46 |
|
|
2024
Q1 | $1.37M | Buy |
95,841
+30,262
| +46% | +$433K | 0.41% | 55 |
|
|
2023
Q4 | $839K | Buy |
65,579
+914
| +1% | +$11.7K | 0.33% | 73 |
|
|
2023
Q3 | $956K | Sell |
64,665
-3,563
| -5% | -$52.7K | 0.42% | 52 |
|
|
2023
Q2 | $1.08M | Buy |
68,228
+5,086
| +8% | +$80.9K | 0.43% | 51 |
|
|
2023
Q1 | $1.02M | Sell |
63,142
-72,931
| -54% | -$1.17M | 0.51% | 48 |
|
|
2022
Q4 | $2.07M | Buy |
136,073
+3,749
| +3% | +$57.1K | 0.95% | 25 |
|
|
2022
Q3 | $2.03M | Buy |
132,324
+42,573
| +47% | +$654K | 1.03% | 17 |
|
|
2022
Q2 | $1.44M | Sell |
89,751
-24,863
| -22% | -$400K | 0.73% | 29 |
|
|
2022
Q1 | $2.18M | Buy |
114,614
+60,731
| +113% | +$1.15M | 0.97% | 20 |
|
|
2021
Q4 | $987K | Sell |
53,883
-3,691
| -6% | -$67.6K | 0.4% | 63 |
|
|
2021
Q3 | $1.1M | Buy |
57,574
+27,792
| +93% | +$532K | 0.52% | 50 |
|
|
2021
Q2 | $646K | Buy |
29,782
+4,904
| +20% | +$106K | 0.29% | 80 |
|
|
2021
Q1 | $522K | Buy |
24,878
+10,713
| +76% | +$225K | 0.26% | 87 |
|
|
2020
Q4 | $275K | Buy |
14,165
+800
| +6% | +$15.5K | 0.16% | 149 |
|
|
2020
Q3 | $237K | Buy |
+13,365
| New | +$237K | 0.14% | 135 |
|