Atria Wealth Solutions’s Targa Resources TRGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,222	Closed	-$2.45M	–	1895
2025 Q1	$2.45M	Sell	12,222 -1,167	-9%	-$232K	0.03%	560
2024 Q4	$2.39M	Hold	13,389	–	–	0.03%	579
2024 Q3	$1.98M	Buy	13,389 +2,936	+28%	+$413K	0.02%	642
2024 Q2	$1.35M	Hold	10,453	–	–	0.01%	773
2024 Q1	$1.17M	Hold	10,453	–	–	0.01%	843
2023 Q4	$908K	Sell	10,453 -870	-8%	-$74.7K	0.01%	904
2023 Q3	$971K	Buy	11,323 +353	+3%	+$29.2K	0.01%	823
2023 Q2	$835K	Sell	10,970 -188	-2%	-$13.6K	0.01%	922
2023 Q1	$814K	Sell	11,158 -1,710	-13%	-$126K	0.01%	889
2022 Q4	$946K	Sell	12,868 -750	-6%	-$52.3K	0.02%	773
2022 Q3	$822K	Buy	13,618 +60	+0.4%	+$3.94K	0.01%	790
2022 Q2	$809K	Buy	13,558 +7,065	+109%	+$507K	0.02%	788
2022 Q1	$490K	Buy	+6,493	New	+$410K	0.01%	1082