Patriot Financial Group Insurance Agency’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $355K | Buy |
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|
2025
Q2 | $299K | Buy |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $478K | Buy |
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|
2023
Q4 | $415K | Buy |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $9K | Buy |
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