Exencial Wealth Advisors’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
$6.06M Buy
34,783
+148
+0.4% +$25.8K 0.21% 122
2025
Q1
$6.94M Buy
34,635
+126
+0.4% +$25.3K 0.26% 114
2024
Q4
$6.16M Buy
34,509
+119
+0.3% +$21.2K 0.23% 121
2024
Q3
$5.09M Buy
34,390
+117
+0.3% +$17.3K 0.18% 135
2024
Q2
$4.41M Buy
34,273
+5,593
+20% +$720K 0.17% 136
2024
Q1
$3.21M Buy
+28,680
New +$3.21M 0.12% 170