Lee Financial’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
Q2 | $399K | Buy |
1,487
+293
| +25% | +$75.3K | 0.05% | 123 |
|
|
2026
Q1 | $299K | Hold |
1,194
| – | – | 0.04% | 126 |
|
|
2025
Q4 | $220K | Sell |
1,194
-1,618
| -58% | -$273K | 0.03% | 136 |
|
|
2025
Q3 | $471K | Buy |
+2,812
| New | +$468K | 0.06% | 117 |
|
|
2025
Q2 | – | Sell |
-2,000
| Closed | -$401K | – | 152 |
|
|
2025
Q1 | $401K | Sell |
2,000
-2,607
| -57% | -$517K | 0.06% | 107 |
|
|
2024
Q4 | $822K | Hold |
4,607
| – | – | 0.12% | 92 |
|
|
2024
Q3 | $682K | Buy |
4,607
+1,501
| +48% | +$211K | 0.1% | 100 |
|
|
2024
Q2 | $400K | Hold |
3,106
| – | – | 0.07% | 108 |
|
|
2024
Q1 | $348K | Hold |
3,106
| – | – | 0.06% | 110 |
|
|
2023
Q4 | $270K | Hold |
3,106
| – | – | 0.05% | 118 |
|
|
2023
Q3 | $266K | Hold |
3,106
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $236K | Hold |
3,106
| – | – | 0.04% | 121 |
|
|
2023
Q1 | $227K | Sell |
3,106
-114
| -4% | -$8.41K | 0.04% | 120 |
|
|
2022
Q4 | $237K | Hold |
3,220
| – | – | 0.04% | 135 |
|
|
2022
Q3 | $194K | Buy |
3,220
+35
| +1% | +$2.3K | 0.04% | 146 |
|
|
2022
Q2 | $190K | Buy |
3,185
+79
| +3% | +$5.67K | 0.03% | 147 |
|
|
2022
Q1 | $235K | Hold |
3,106
| – | – | 0.04% | 137 |
|
|
2021
Q4 | $162K | Buy |
3,106
+107
| +4% | +$5.74K | 0.03% | 154 |
|
|
2021
Q3 | $148K | Buy |
2,999
+203
| +7% | +$8.94K | 0.03% | 158 |
|
|
2021
Q2 | $124K | Buy |
2,796
+460
| +20% | +$17.8K | 0.03% | 165 |
|
|
2021
Q1 | $74K | Buy |
2,336
+198
| +9% | +$6.11K | 0.02% | 204 |
|
|
2020
Q4 | $56K | Hold |
2,138
| – | – | 0.01% | 201 |
|
|
2020
Q3 | $30K | Buy |
2,138
+298
| +16% | +$5.23K | 0.01% | 276 |
|
|
2020
Q2 | $37K | Buy |
+1,840
| New | +$27.7K | 0.01% | 229 |
|
|
2020
Q1 | – | Sell |
-1,159
| Closed | -$47K | – | 515 |
|
|
2019
Q4 | $47K | Hold |
1,159
| – | – | 0.01% | 196 |
|
|
2019
Q3 | $47K | Hold |
1,159
| – | – | 0.01% | 197 |
|
|
2019
Q2 | $46K | Buy |
+1,159
| New | +$46K | 0.01% | 209 |
|
|
2018
Q3 | – | Sell |
-638
| Closed | -$32K | – | 698 |
|
|
2018
Q2 | $32K | Hold |
638
| – | – | 0.01% | 292 |
|
|
2018
Q1 | $28K | Buy |
+638
| New | +$30.4K | 0.01% | 311 |
|
Other funds holding TRGP
Lee Financial's TRGP Position: Q2 2026 in Review
Lee Financial increased its Targa Resources (TRGP) stake by 25% in Q2 2026, buying an estimated $75.3K and bringing the position to 1,487 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #123.
Lee Financial first reported a position in TRGP in Q1 2018 and has held it in 29 quarters since. The position peaked at $822K in Q4 2024. 1,097 funds tracked by Wall St. Rank hold TRGP as of Q2 2026.
- Lee Financial held 1,487 shares of Targa Resources worth $399K as of Q2 2026.
- Lee Financial bought 293 Targa Resources shares in Q2 2026, an estimated $75.3K.
- Targa Resources made up 0.05% of Lee Financial's portfolio in Q2 2026, its #123 holding.
- Lee Financial first reported a position in Targa Resources in Q1 2018 and has held it in 29 quarters since.
- Lee Financial's Targa Resources position peaked at $822K in Q4 2024.
- 1,097 funds tracked by Wall St. Rank held Targa Resources as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.