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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

KEY holding history

Keycorp 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.

KEY overviewAll 13F holders of KEYFull Q1 2024 holdings

Shares (Q1 2024)
4,050
Value
$64.0K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of KEY by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20244,050$64.0K<0.1%00.0%UnchangedHolders
Q4 20234,050$58.3K<0.1%00.0%UnchangedHolders
Q3 20234,050$43.6K<0.1%00.0%UnchangedHolders
Q2 20234,050$37.4K<0.1%00.0%UnchangedHolders
Q1 20234,050$51.0K<0.1%00.0%UnchangedHolders
Q4 20224,050$71.0K<0.1%+4,050NewHolders
Q3 20220$00.0%−8,965−100.0%Sold outHolders
Q2 20228,965$154.0K0.1%+4,050+82.4%AddedHolders
Q1 20224,915$110.0K<0.1%+163+3.4%AddedHolders
Q4 20214,752$110.0K<0.1%+702+17.3%AddedHolders
Q3 20214,050$88.0K<0.1%00.0%UnchangedHolders
Q2 20214,050$84.0K<0.1%00.0%UnchangedHolders
Q1 20214,050$81.0K<0.1%––Holders

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