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