IFP 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 | $1.45K | Sell |
97
-16,828
| -99% | -$252K | ﹤0.01% | 4043 |
|
|
2025
Q1 | $264K | Sell |
16,925
-122,788
| -88% | -$1.91M | 0.01% | 1047 |
|
|
2024
Q4 | $2.13M | Buy |
139,713
+13,986
| +11% | +$213K | 0.07% | 324 |
|
|
2024
Q3 | $1.98M | Buy |
125,727
+93,899
| +295% | +$1.48M | 0.07% | 306 |
|
|
2024
Q2 | $475K | Buy |
31,828
+19,078
| +150% | +$284K | 0.02% | 675 |
|
|
2024
Q1 | $183K | Buy |
+12,750
| New | +$183K | 0.01% | 1042 |
|
|
2023
Q1 | – | Sell |
-4,988
| Closed | -$107K | – | 3806 |
|
|
2022
Q4 | $107K | Hold |
4,988
| – | – | ﹤0.01% | 1709 |
|
|
2022
Q3 | $107K | Hold |
4,988
| – | – | ﹤0.01% | 1812 |
|
|
2022
Q2 | $107K | Hold |
4,988
| – | – | ﹤0.01% | 1644 |
|
|
2022
Q1 | $107K | Buy |
+4,988
| New | +$107K | ﹤0.01% | 1644 |
|
|
2019
Q1 | $142K | Buy |
7,190
+105
| +1% | +$2.07K | 0.02% | 573 |
|
|
2018
Q4 | $130K | Sell |
7,085
-2,240
| -24% | -$41.1K | 0.01% | 1055 |
|
|
2018
Q3 | $196K | Buy |
9,325
+251
| +3% | +$5.28K | 0.01% | 1084 |
|
|
2018
Q2 | $199K | Buy |
9,074
+124
| +1% | +$2.72K | 0.01% | 1065 |
|
|
2018
Q1 | $193K | Hold |
8,950
| – | – | 0.01% | 1007 |
|
|
2017
Q4 | $193K | Sell |
8,950
-1,220
| -12% | -$26.3K | 0.01% | 1006 |
|
|
2017
Q3 | $217K | Sell |
10,170
-8
| -0.1% | -$171 | 0.01% | 1091 |
|
|
2017
Q2 | $215K | Buy |
10,178
+8
| +0.1% | +$169 | 0.01% | 1092 |
|
|
2017
Q1 | $207K | Buy |
10,170
+3,000
| +42% | +$61.1K | 0.01% | 1096 |
|
|
2016
Q4 | $141K | Buy |
7,170
+3,163
| +79% | +$62.2K | 0.01% | 1231 |
|
|
2016
Q3 | $77K | Sell |
4,007
-13,830
| -78% | -$266K | ﹤0.01% | 1526 |
|
|
2016
Q2 | $324K | Buy |
17,837
+10,647
| +148% | +$193K | 0.02% | 751 |
|
|
2016
Q1 | $142K | Sell |
7,190
-11,052
| -61% | -$218K | 0.02% | 573 |
|
|
2015
Q4 | $307K | Buy |
+18,242
| New | +$307K | 0.02% | 654 |
|