Patriot Financial Group Insurance Agency’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 | $299K | Buy |
20,059
+529
| +3% | +$7.88K | 0.03% | 408 |
|
|
2025
Q1 | $304K | Sell |
19,530
-13,576
| -41% | -$211K | 0.04% | 378 |
|
|
2024
Q4 | $505K | Buy |
33,106
+679
| +2% | +$10.4K | 0.07% | 281 |
|
|
2024
Q3 | $511K | Sell |
32,427
-1,990
| -6% | -$31.4K | 0.07% | 290 |
|
|
2024
Q2 | $513K | Buy |
34,417
+1,012
| +3% | +$15.1K | 0.08% | 269 |
|
|
2024
Q1 | $478K | Buy |
33,405
+992
| +3% | +$14.2K | 0.08% | 278 |
|
|
2023
Q4 | $415K | Buy |
32,413
+2,334
| +8% | +$29.9K | 0.08% | 273 |
|
|
2023
Q3 | $445K | Buy |
30,079
+8,982
| +43% | +$133K | 0.09% | 262 |
|
|
2023
Q2 | $335K | Buy |
21,097
+1,057
| +5% | +$16.8K | 0.06% | 310 |
|
|
2023
Q1 | $324K | Buy |
20,040
+5,472
| +38% | +$88.5K | 0.07% | 314 |
|
|
2022
Q4 | $222K | Buy |
+14,568
| New | +$222K | 0.03% | 372 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$8K | – | 1724 |
|
|
2020
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 918 |
|
|
2019
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 856 |
|
|
2019
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 802 |
|
|
2019
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 802 |
|
|
2019
Q1 | $10K | Hold |
500
| – | – | 0.01% | 700 |
|
|
2018
Q4 | $9K | Buy |
+500
| New | +$9K | 0.01% | 632 |
|