Beacon Financial Advisory’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
5,916
+325
| +6% | +$32.1K | 0.15% | 178 |
|
|
2025
Q1 | $584K | Buy |
5,591
+1,104
| +25% | +$115K | 0.18% | 148 |
|
|
2024
Q4 | $606K | Sell |
4,487
-510
| -10% | -$68.9K | 0.2% | 142 |
|
|
2024
Q3 | $779K | Sell |
4,997
-49
| -1% | -$7.64K | 0.26% | 109 |
|
|
2024
Q2 | $747K | Buy |
5,046
+709
| +16% | +$105K | 0.28% | 105 |
|
|
2024
Q1 | $769K | Sell |
4,337
-2,722
| -39% | -$482K | 0.37% | 84 |
|
|
2023
Q4 | $1.01M | Buy |
7,059
+72
| +1% | +$10.3K | 0.48% | 56 |
|
|
2023
Q3 | $773K | Buy |
6,987
+30
| +0.4% | +$3.32K | 0.43% | 74 |
|
|
2023
Q2 | $918K | Buy |
6,957
+29
| +0.4% | +$3.83K | 0.53% | 56 |
|
|
2023
Q1 | $1.15M | Buy |
6,928
+123
| +2% | +$20.4K | 0.73% | 33 |
|
|
2022
Q4 | $1.01M | Buy |
6,805
+524
| +8% | +$78.1K | 0.73% | 37 |
|
|
2022
Q3 | $932K | Sell |
6,281
-971
| -13% | -$144K | 0.66% | 45 |
|
|
2022
Q2 | $1.02M | Buy |
7,252
+18
| +0.2% | +$2.54K | 0.58% | 47 |
|
|
2022
Q1 | $1.54M | Buy |
7,234
+327
| +5% | +$69.4K | 0.73% | 38 |
|
|
2021
Q4 | $1.6M | Buy |
6,907
+24
| +0.3% | +$5.56K | 0.74% | 34 |
|
|
2021
Q3 | $1.58M | Buy |
6,883
+13
| +0.2% | +$2.98K | 0.82% | 29 |
|
|
2021
Q2 | $1.66M | Sell |
6,870
-190
| -3% | -$45.9K | 0.89% | 26 |
|
|
2021
Q1 | $1.4M | Buy |
7,060
+299
| +4% | +$59.2K | 0.8% | 28 |
|
|
2020
Q4 | $1.19M | Sell |
6,761
-263
| -4% | -$46.4K | 0.78% | 35 |
|
|
2020
Q3 | $1.11M | Sell |
7,024
-1,183
| -14% | -$186K | 0.96% | 30 |
|
|
2020
Q2 | $984K | Sell |
8,207
-77
| -0.9% | -$9.23K | 1.07% | 28 |
|
|
2020
Q1 | $770K | Buy |
8,284
+1,262
| +18% | +$117K | 0.98% | 31 |
|
|
2019
Q4 | $900K | Buy |
+7,022
| New | +$900K | 0.77% | 36 |
|