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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

AGNC holding history

AGNC Investment Corp. in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AGNC overviewAll 13F holders of AGNCFull Q1 2024 holdings

Shares (Q1 2024)
7,604
Value
$75.3K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of AGNC by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20247,604$75.3K<0.1%+2,778+57.6%AddedHolders
Q4 20234,826$47.3K<0.1%+4,826NewHolders
Q1 20230$00.0%−5−100.0%Sold outHolders
Q4 20225$00.0%+5NewHolders
Q3 20220$00.0%−5−100.0%Sold outHolders
Q2 20225$00.0%00.0%UnchangedHolders
Q1 20225$00.0%00.0%UnchangedHolders
Q4 20215$00.0%00.0%UnchangedHolders
Q3 20215$00.0%00.0%UnchangedHolders
Q2 20215$00.0%00.0%UnchangedHolders
Q1 20215$00.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.