Kovitz Investment Group Partners’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
$2.75M Sell
15,817
-423
-3% -$73.6K 0.01% 560
2025
Q1
$3.26M Sell
16,240
-12,962
-44% -$2.6M 0.02% 485
2024
Q4
$5.21M Sell
29,202
-1,930
-6% -$345K 0.03% 388
2024
Q3
$4.43M Buy
31,132
+18,228
+141% +$2.59M 0.03% 359
2024
Q2
$1.66M Buy
+12,904
New +$1.66M 0.01% 452