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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

PRFT holding history

Perficient 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.

PRFT overviewAll 13F holders of PRFTFull Q1 2024 holdings

Shares (Q1 2024)
183
Value
$10.3K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of PRFT by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024183$10.3K<0.1%+32+21.2%AddedHolders
Q4 2023151$9.94K<0.1%+50+49.5%AddedHolders
Q3 2023101$5.84K<0.1%−10−9.0%ReducedHolders
Q2 2023111$9.25K<0.1%−1−0.9%ReducedHolders
Q1 2023112$8.00K<0.1%00.0%UnchangedHolders
Q4 2022112$8.00K<0.1%+112NewHolders
Q3 20220$00.0%−236−100.0%Sold outHolders
Q2 2022236$22.0K<0.1%+113+91.9%AddedHolders
Q1 2022123$14.0K<0.1%+80+186.0%AddedHolders
Q4 202143$6.00K<0.1%+25+138.9%AddedHolders
Q3 202118$2.00K<0.1%+7+63.6%AddedHolders
Q2 202111$1.00K<0.1%+7+175.0%AddedHolders
Q1 20214$00.0%––Holders

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