Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-92,510
| Closed | -$1.46M | – | 537 |
|
|
2024
Q3 | $1.46M | Sell |
92,510
-5,515
| -6% | -$86.9K | 0.07% | 286 |
|
|
2024
Q2 | $1.46M | Buy |
98,025
+17,321
| +21% | +$258K | 0.07% | 280 |
|
|
2024
Q1 | $1.16M | Buy |
80,704
+16,365
| +25% | +$234K | 0.05% | 319 |
|
|
2023
Q4 | $824K | Sell |
64,339
-337
| -0.5% | -$4.32K | 0.04% | 358 |
|
|
2023
Q3 | $957K | Sell |
64,676
-33,379
| -34% | -$494K | 0.06% | 312 |
|
|
2023
Q2 | $1.56M | Buy |
+98,055
| New | +$1.56M | 0.09% | 260 |
|
|
2023
Q1 | – | Sell |
-100,533
| Closed | -$1.53M | – | 787 |
|
|
2022
Q4 | $1.53M | Buy |
+100,533
| New | +$1.53M | 0.1% | 235 |
|
|
2021
Q2 | – | Sell |
-67,565
| Closed | -$1.39M | – | 1412 |
|
|
2021
Q1 | $1.39M | Sell |
67,565
-2,216
| -3% | -$45.5K | 0.05% | 326 |
|
|
2020
Q4 | $1.35M | Sell |
69,781
-13,404
| -16% | -$260K | 0.06% | 264 |
|
|
2020
Q3 | $1.46M | Buy |
83,185
+14,370
| +21% | +$253K | 0.07% | 223 |
|
|
2020
Q2 | $1.16M | Sell |
68,815
-6,458
| -9% | -$109K | 0.06% | 242 |
|
|
2020
Q1 | $1.15M | Buy |
75,273
+26,906
| +56% | +$410K | 0.09% | 233 |
|
|
2019
Q4 | $875K | Buy |
48,367
+401
| +0.8% | +$7.25K | 0.07% | 294 |
|
|
2019
Q3 | $928K | Buy |
+47,966
| New | +$928K | 0.08% | 262 |
|
|
2019
Q1 | $471K | Sell |
23,986
-2,154
| -8% | -$42.3K | 0.05% | 344 |
|
|
2018
Q4 | $478K | Buy |
+26,140
| New | +$478K | 0.07% | 281 |
|