Retirement Planning Group (Kansas)’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
$1.72M Buy
115,420
+27,290
+31% +$406K 0.07% 100
2025
Q1
$1.37M Buy
88,130
+39,631
+82% +$617K 0.06% 105
2024
Q4
$740K Buy
48,499
+16,224
+50% +$248K 0.04% 158
2024
Q3
$509K Buy
32,275
+630
+2% +$9.93K 0.03% 178
2024
Q2
$472K Buy
31,645
+7,384
+30% +$110K 0.03% 158
2024
Q1
$347K Buy
24,261
+3,641
+18% +$52.1K 0.03% 161
2023
Q4
$264K Buy
20,620
+980
+5% +$12.5K 0.02% 153
2023
Q3
$290K Sell
19,640
-617
-3% -$9.13K 0.03% 124
2023
Q2
$322K Buy
20,257
+3,180
+19% +$50.6K 0.03% 122
2023
Q1
$276K Sell
17,077
-14
-0.1% -$226 0.03% 120
2022
Q4
$260K Buy
17,091
+5,752
+51% +$87.5K 0.03% 119
2022
Q3
$174K Buy
+11,339
New +$174K 0.02% 124