Atria Wealth Solutions’s Targa Resources TRGP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-12,222
| Closed | -$2.45M | – | 1886 |
|
2025
Q1 | $2.45M | Sell |
12,222
-1,167
| -9% | -$234K | 0.03% | 557 |
|
2024
Q4 | $2.39M | Hold |
13,389
| – | – | 0.03% | 576 |
|
2024
Q3 | $1.98M | Buy |
13,389
+2,936
| +28% | +$435K | 0.02% | 639 |
|
2024
Q2 | $1.35M | Hold |
10,453
| – | – | 0.01% | 769 |
|
2024
Q1 | $1.17M | Hold |
10,453
| – | – | 0.01% | 840 |
|
2023
Q4 | $908K | Sell |
10,453
-870
| -8% | -$75.6K | 0.01% | 898 |
|
2023
Q3 | $971K | Buy |
11,323
+353
| +3% | +$30.3K | 0.01% | 820 |
|
2023
Q2 | $835K | Sell |
10,970
-188
| -2% | -$14.3K | 0.01% | 919 |
|
2023
Q1 | $814K | Sell |
11,158
-1,710
| -13% | -$125K | 0.01% | 887 |
|
2022
Q4 | $946K | Sell |
12,868
-750
| -6% | -$55.1K | 0.02% | 771 |
|
2022
Q3 | $822K | Buy |
13,618
+60
| +0.4% | +$3.62K | 0.01% | 787 |
|
2022
Q2 | $809K | Buy |
13,558
+7,065
| +109% | +$422K | 0.02% | 764 |
|
2022
Q1 | $490K | Buy |
+6,493
| New | +$490K | 0.01% | 1082 |
|