Forum Financial Management’s Targa Resources TRGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,410	Closed	-$445K	–	934
2025 Q4	$445K	Sell	2,410 -378	-14%	-$63.7K	0.01%	536
2025 Q3	$467K	Buy	2,788 +2	+0.1%	+$333	0.01%	490
2025 Q2	$485K	Sell	2,786 -825	-23%	-$139K	0.01%	426
2025 Q1	$724K	Sell	3,611 -1,230	-25%	-$244K	0.01%	262
2024 Q4	$864K	Sell	4,841 -139	-3%	-$24.9K	0.01%	227
2024 Q3	$737K	Buy	4,980 +6	+0.1%	+$844	0.01%	234
2024 Q2	$641K	Buy	4,974 +21	+0.4%	+$2.46K	0.01%	242
2024 Q1	$555K	Buy	4,953 +12	+0.2%	+$1.13K	0.01%	298
2023 Q4	$429K	Hold	4,941	–	–	0.01%	333
2023 Q3	$424K	Hold	4,941	–	–	0.01%	325
2023 Q2	$376K	Hold	4,941	–	–	0.01%	367
2023 Q1	$360K	Sell	4,941 -94	-2%	-$6.93K	0.01%	350
2022 Q4	$370K	Sell	5,035 -18	-0.4%	-$1.26K	0.01%	330
2022 Q3	$305K	Hold	5,053	–	–	0.01%	338
2022 Q2	$302K	Buy	5,053 +112	+2%	+$8.04K	0.02%	351
2022 Q1	$372K	Hold	4,941	–	–	0.02%	307
2021 Q4	$258K	Buy	+4,941	New	+$265K	0.01%	488