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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

T holding history

AT&T 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.

T overviewAll 13F holders of TFull Q1 2024 holdings

Shares (Q1 2024)
90,137
Value
$1.59M
% of portfolio
0.6%
Quarters held
13
Since Q1 2021
Holdings of T by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202490,137$1.59M0.6%−12,475−12.2%ReducedHolders
Q4 2023102,612$1.72M0.7%−9,202−8.2%ReducedHolders
Q3 2023111,814$1.68M0.7%−2,156−1.9%ReducedHolders
Q2 2023113,970$1.82M0.8%+338+0.3%AddedHolders
Q1 2023113,632$2.19M1.0%−1,357−1.2%ReducedHolders
Q4 2022114,989$2.12M1.0%+10,230+9.8%AddedHolders
Q3 2022104,759$1.61M1.3%−34,901−25.0%ReducedHolders
Q2 2022139,660$2.93M1.2%+7,920+6.0%AddedHolders
Q1 2022131,740$3.11M1.2%+27,904+26.9%AddedHolders
Q4 2021103,836$2.55M1.1%−9,012−8.0%ReducedHolders
Q3 2021112,848$3.05M1.4%+463+0.4%AddedHolders
Q2 2021112,385$3.23M1.6%+7,209+6.9%AddedHolders
Q1 2021105,176$3.18M1.4%––Holders

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