Dynamic Advisor Solutions’s Targa Resources TRGP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$479K Buy
2,749
+33
+1% +$5.75K 0.01% 615
2025
Q1
$544K Buy
+2,716
New +$544K 0.02% 563
2024
Q4
Sell
-2,849
Closed -$422K 838
2024
Q3
$422K Sell
2,849
-1,612
-36% -$239K 0.01% 653
2024
Q2
$574K Buy
4,461
+1,350
+43% +$174K 0.02% 593
2024
Q1
$348K Sell
3,111
-27
-0.9% -$3.02K 0.01% 708
2023
Q4
$269K Buy
3,138
+88
+3% +$7.55K 0.01% 751
2023
Q3
$261K Sell
3,050
-398
-12% -$34.1K 0.01% 698
2023
Q2
$262K Buy
+3,448
New +$262K 0.01% 662