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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

EVRG holding history

Evergy, Inc. 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.

EVRG overviewAll 13F holders of EVRGFull Q1 2024 holdings

Shares (Q1 2024)
1,074
Value
$57.3K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of EVRG by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20241,074$57.3K<0.1%+250+30.3%AddedHolders
Q4 2023824$43.0K<0.1%+790+2,323.5%AddedHolders
Q3 202334$1.72K<0.1%00.0%UnchangedHolders
Q2 202334$1.99K<0.1%00.0%UnchangedHolders
Q1 202334$2.00K<0.1%00.0%UnchangedHolders
Q4 202234$2.00K<0.1%+34NewHolders
Q3 20220$00.0%−34−100.0%Sold outHolders
Q2 202234$2.00K<0.1%00.0%UnchangedHolders
Q1 202234$2.00K<0.1%00.0%UnchangedHolders
Q4 202134$2.00K<0.1%00.0%UnchangedHolders
Q3 202134$2.00K<0.1%00.0%UnchangedHolders
Q2 202134$2.00K<0.1%00.0%UnchangedHolders
Q1 202134$2.00K<0.1%––Holders

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