A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 33,106 shares of GOF stock, worth $502,880. This represents 0.07% of its overall portfolio holdings.

Number of Shares
33,106
Previous 32,427 2.09%
Holding current value
$502,880
Previous $511,000 1.17%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$15.05 - $16.03 $10,218 - $10,884
679 Added 2.09%
33,106 $505,000
Q3 2024

Oct 24, 2024

SELL
$14.94 - $15.76 $29,730 - $31,362
-1,990 Reduced 5.78%
32,427 $511,000
Q2 2024

Jul 26, 2024

BUY
$13.8 - $14.95 $13,965 - $15,129
1,012 Added 3.03%
34,417 $513,000
Q1 2024

Apr 30, 2024

BUY
$13.0 - $14.9 $12,896 - $14,780
992 Added 3.06%
33,405 $478,000
Q4 2023

Jan 19, 2024

BUY
$11.16 - $14.08 $26,047 - $32,862
2,334 Added 7.76%
32,413 $414,000
Q3 2023

Oct 19, 2023

BUY
$14.77 - $16.28 $132,664 - $146,226
8,982 Added 42.57%
30,079 $444,000
Q2 2023

Jul 17, 2023

BUY
$15.2 - $16.65 $16,066 - $17,599
1,057 Added 5.27%
21,097 $335,000
Q1 2023

Apr 20, 2023

BUY
$15.56 - $17.3 $85,144 - $94,665
5,472 Added 37.56%
20,040 $324,000
Q4 2022

Jan 17, 2023

BUY
$15.08 - $16.54 $219,685 - $240,954
14,568 New
14,568 $0
Q2 2020

Jul 10, 2020

SELL
$14.51 - $17.51 $7,255 - $8,755
-500 Closed
0 $0
Q4 2018

Feb 04, 2019

BUY
$17.31 - $21.41 $8,655 - $10,705
500 New
500 $9,000

Others Institutions Holding GOF

About GUGGENHEIM STRATEGIC OPPORTUNITIES FUND


  • Ticker GOF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Guggenheim Strategic Opportunities Fund is a closed-ended balanced mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. The fund is co-managed by Guggenheim Partners Investment Management LLC. It invests in public equity and fixed income markets across the globe. For its equity portion, the fund invests directly and thr...
More about GOF
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